Neumann Capital

Neumann Capital Management offers comprehensive wealth management, integrating financial planning with active investment management services. The firm designs tailored portfolios, which can include Environmental, Social, and Governance (ESG) options. They provide independent, fee-only financial advice encompassing tax, estate, and insurance reviews, alongside guidance for Social Security, Medicare, and education planning.

Founded in 1990 by Dan Neumann, Neumann Capital Management emerged from the insight that high-net-worth families require personalized, unbiased financial guidance. The firm has since cultivated a collaborative culture focused on client financial success. Its sustained growth reflects a consistent commitment to delivering a broad spectrum of independent wealth management solutions.

The firm primarily serves high-net-worth families, collaborating closely to define and achieve their financial goals. Neumann Capital Management's core vision is to deliver lasting peace of mind, empowering clients to fully enjoy their lives without financial apprehension. They aim to be a steadfast partner in navigating life's financial complexities, ensuring future preparedness.