Dakota
Dakota
Book a Demo
Talk to an Expert

D. Scott Neal, Inc.

EST. AUM
$352,031,453

CONTACTS
1

CLIENT ACCOUNTS
1,335

Firm Details

Metro area Louisville
CRD Number 110975
Website dscottneal.com
Client types

Overview

He is a Certified Financial Planner and the founder and CEO of D. Scott Neal, Inc., a fee-only financial planning and SEC-registered investment advisory firm. (By the way, registration of an investment advisor does not imply any level of skill or training.) The firm helps people make informed, intelligent decisions with their money at any stage of life. Prior to creating the firm, he practiced as a CPA.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy