Tim McNeely, CFP®, CIMA®, CEPA® - Financial Advisor at Farther

Services Offered

• Financial planning
• Investment management
• Wealth management strategies
• Exit planning

About

Tim McNeely is a Certified Financial Planner (CFP®) and financial advisor based in San Francisco, California. He specializes in providing financial planning and investment management services to high-net-worth dental entrepreneurs. Tim understands the unique challenges faced by dental professionals and offers actionable strategies to protect assets and optimize growth. His commitment to balancing wealth management with personal values helps clients ensure a profitable exit while preserving their legacy for future generations.

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