I am Jay Neary, founder of Neary Financial Planning and CERTIFIED FINANCIAL PLANNERⓇ. I launched Neary Financial Planning to build a truly client focused financial advisory practice, and it is my goal to ensure Neary Financial Planning is available to a broad audience, with no asset minimums, and for a reasonable fee. 

I am grateful to have over a decade of experience as a financial advisor, both at a mid-sized regional Registered Investment Advisor, as well as having worked for a large nationwide Registered Investment Advisor.

I had the opportunity to learn and grow with incredible colleagues over this time, and I also had the privilege to work with hundreds of households, each with their own unique story to tell and goals to share.  Now, I am excited to be a part of the community with Core Planning, a collaborative team of advisors that share similar values and a desire to build together and serve clients in a personalized and flexible setting.

My Approach:  I often tell clients that financial planning and investing is a marathon and not a sprint, important financial decisions should not be rushed. I am a teacher at heart, and I offer an educational approach rather than sales-based approach, when working with clients and prospects.

Financial decisions have a profound impact, and I believe it’s important to proactively collaborate with accountants, attorneys and other relevant professionals in order to make informed financial decisions.

Community Support:  Utilizing my experience as a financial advisor, I have had the opportunity to support causes in the community that are important to me.  One of the causes that I have supported extensivey has been helping indivudals with a cancer diagnosis navigate personal finances.  As part of this journey, I have had the opportunity to collaborate with a local team of professionals to help build financial planning workshops at a local Cancer Center, and to educate patients and families about personal finances while facing a diagnosis. This work has led to additional financial planning workshops in collaboration with other non-for-profits, blogging on relevant financial topics, as well as offering 1:1 pro bono services for individuals and families impacted by cancer.

Personal:  Personally, my wife and I stay entertained with our four children. We love spending time outdoors, especially in the Wisconsin Northwoods. When not working, I enjoy gardening, including planting burr oak trees from seed, and growing fruits and vegetables. I also enjoy reading historical non-fiction, writing blog posts on various financial topics, volunteering with our local church and playing folk music on the guitar.