
Carey McNeal
We are a Fee-Only Registered Investment Advisory firm established in April 1998 by M. Dean Buffington, Bruce R. Mohr, and Carey H. McNeal. Our team of professionals manage over $500 million in client assets. Our average client relationship is $1.25 million. Our clients are individuals, families, trusts, partnerships, foundations, charitable organizations, corporations, municipalities, and public institutions. It is not our goal to become the biggest financial business. Just the best. We love what we do. We enjoy working with financial matters - but we do not consider numbers to be our business. People are our business. In fact, our best day is a day spent meeting with clients. As a small team of skilled professionals, we are each personally involved with each of our clients. And we plan to keep it that way. What does this mean to you? You can be sure that you will always remain an important client. We are committed to long term relationships that mature and grow, along with your assets.