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Comprehensive. Collaborative. Committed. That’s Neumann Capital Management, LLC.

You’re the reason we’re here. And we’re only satisfied when we’ve helped you achieve your goals.

You worked hard to get here. Now you want to protect what you’ve built and capitalize on new opportunities.

That’s where we come in. As your financial guide, we’ll be here for your every need, helping you find lasting solutions so you can focus on what matters.

Financial Guidance
Our approach to wealth management is truly comprehensive. We’ll help you identify your cherished goals and create the most efficient ways to achieve them. It all starts with asking the right questions:

When can I retire? How can I support myself and my family? And even important questions like, What great vacation can I afford? Whether it’s developing a budget, choosing the right mortgage or planning for college, Neumann Capital will help you satisfy the needs of today while laying the foundation for tomorrow.

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Investment Management

Investment Management

Through careful planning and diversification, we’ll help you achieve your goals.

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Financial Planning

Financial Planning

You worked hard to get here. Now it’s time to enjoy your success. No matter where you are in your financial journey, we’ll help you be confident in your financial future.

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Additional Services

Additional Services

Life can be complicated. From estate planning, insurance needs, and life strategies for individuals and families, we’re here to help you make the choices that are right for you.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Your Dreams. Your Future.

Our tailor-made solutions will help you understand the possibilities.

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Comprehensive Wealth Management

We're proactive and personal - beyond your usual investment and planning approach.

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Individuals & Families

Individuals & Families

Whether you’re flying solo or are a clan of six, Neumann Capital will customize your investment strategies to fit your current needs and future goals.

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We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Financial Advisors

Daniel Neumann

Daniel J. Neumann, CFA

Principal & Wealth Manager

Ninette Hereford

Ninette Hereford, CFP®

Chief Compliance Officer & Director of Operations & Client Services

David Richardson

David Richardson

Chief Financial Officer & Portfolio Manager

Caroline Gorham

Caroline Gorham, CFP®

Partner & Wealth Manager

Ekaterina Atanassov

Ekaterina Atanassov, CFA, CFP®

Partner & Wealth Manager

Daniel Platt

Daniel Platt, CFA, CFP®

Partner & Wealth Manager