Scott Neal (CFP®, CPA/PFS, M.Div., MBA)

Scott Neal focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

  1. Helping Boomers and Gen Xers and Millenials take care of their aging parents and loved ones.  Or simply planning for thier own future care. Making plans now averts a crisis later. 
  2. Improving a client's living standard by identifying: A) what to change, B) what to change to and C) how to bring about the change.


Additional Information

Helping clients make better decisions is my passion.  I believe that each person and each family is unique; that good choices lead to better outcomes; that every problem has a solution; and that every situation can be improved.  I reach beyond money decisions to those that qualitatively impact a client's life..  

NAPFA Start Date

January 19, 1996


This Office

6440 Dutchmans Pkwy Ste 201 Louisville, KY 40205 Phone: (502) 459-7199 Fax: (502) 893-3090

Other Offices

3292 Eagle View Lane Suite 290 Lexington, KY 40509 Phone: (859) 254-3036 Fax: (859) 233-1294