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At our firm, we have the client—and only the client—in mind.

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financials professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distributions strategies
  • Estate Conservation Issues
  • Risk Management
At our firm, we have the client—and only the client—in mind.

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Amanda G. Neal, CFP®, CPA

Financial Advisor

(979) 848-0951

(979) 848-1716

mandy@finleyneal.com

Amanda G. Neal, CPA, CFP® (Mandy) grew up in Laredo, TX. She graduated with a Bachelor of Science in Accounting from The University of Houston – Clear Lake in 1984, and became a CPA in 1987. Mandy has worked in accounting and...

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Amanda Gaines

Wealth Management Coordinator

(979) 848-0951

(979) 848-1716

againes@finleyneal.com

Amanda worked full-time while attending college part-time to receive an Associate in Office Administration at Brazosport College. Amanda joined our team in July of 2012 bringing with her over 11 years of administrative experience. The...

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Dynise Finley

Paraprofessional Accountant

(979) 848-0951

(979) 848-1716

dynise@finleyneal.com

Dynise has been with Neal Wealth Management since the company's inception in 1990. She provides all accounting needs for clients. 

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Destini Jones

Office Assistant

979-848-0951

979-848-1716

destini@finleyneal.com

Destini Jones joined the Neal Wealth Management team in the summer of 2020. She is currently attending Brazosport College full-time to receive a Bachelor in Accounting. The first person people see when they walk through the door is...

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Gabriel Garza

Staff Accountant

(979) 848-0951

(979) 848-1716

gabe@finleyneal.com

Gabriel Garza graduated from Liberty University in 2019 with a Bachelor of Science in Finance with a minor in Accounting.

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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