The Neff Group
Awards and Industry Recognition
Forbes
Top Next-Gen Wealth Advisors Best-In-State
2025 • 2024 • 2023 • 2019
Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023
Top Wealth Advisors Best-In-State
2025 • 2024 • 2023 • 2022 • 2021 • 2020
Top Next-Gen Wealth Advisors
2018
About The Neff Group
About The Neff Group
Guided by more than eight decades of combined experience, we help clients address today's priorities and plan for tomorrow's possibilities.
With five members and more than 110 years of combined wealth planning and investment experience, we deliver a broad range of wealth management services for individuals, families, business owners and nonprofit organizations. Our team works with clients across the full spectrum of their financial lives—from managing short-term cash needs to addressing long-range objectives such as education funding, retirement and insurance planning, estate considerations and charitable giving.
We take a planning-based approach to developing personalized portfolios that align with each client's priorities and time horizon. In doing so, we integrate diverse investment vehicles and asset allocation strategies designed to address both immediate and future needs, while helping clients navigate the evolving opportunities and challenges that come with each stage of life.
Meet Our Team
Insights
Business Planning
The importance of business cash management
August 28, 2025Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now
Wealth Planning
Financial checklist: How to talk to your advisor
August 28, 2025Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read Now
Family Legacy
Should new tax rules change how – and when – you donate?
August 28, 2025Passage of the new tax law may change how – and when – you make charitable donations this year and beyond. Here’s how to give effectively while maximizing your impact in this new environment.Read Now
Markets and Economy
Fall in focus: 5 things investors should watch
August 28, 2025From inflation and the Fed to the AI super-cycle, what’s on the radar as summer comes to a close?Read Now
Family Legacy
Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 31, 2026The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read Now
Business Planning
Thinking about selling or transitioning your business? Here’s what you need to know
August 22, 2025It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.Read Now
Family Legacy
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
Markets and Economy
Beyond bonds: How to protect against inflation-led shocks
August 22, 2025Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are three other strategies to consider.Read Now
Markets and Economy
Effects of One Big Beautiful Bill and tariffs come into focus
August 21, 2025The One Big Beautiful Bill Act and trade negotiations have left many uncertain of where they stand financially. Here are some main takeaways to carry forward.Read NowBusiness Planning
The importance of business cash management
August 28, 2025Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read NowWealth Planning
Financial checklist: How to talk to your advisor
August 28, 2025Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read NowFamily Legacy
Should new tax rules change how – and when – you donate?
August 28, 2025Passage of the new tax law may change how – and when – you make charitable donations this year and beyond. Here’s how to give effectively while maximizing your impact in this new environment.Read NowMarkets and Economy
Fall in focus: 5 things investors should watch
August 28, 2025From inflation and the Fed to the AI super-cycle, what’s on the radar as summer comes to a close?Read NowFamily Legacy
Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 31, 2026The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read NowBusiness Planning
Thinking about selling or transitioning your business? Here’s what you need to know
August 22, 2025It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.Read NowFamily Legacy
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowMarkets and Economy
Beyond bonds: How to protect against inflation-led shocks
August 22, 2025Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are three other strategies to consider.Read NowMarkets and Economy
Effects of One Big Beautiful Bill and tariffs come into focus
August 21, 2025The One Big Beautiful Bill Act and trade negotiations have left many uncertain of where they stand financially. Here are some main takeaways to carry forward.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.