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Our Company

holistic (adj.):  Focused on the Big Picture

What makes us different? For starters, we’re comprehensive. Neumann Capital is a full-service firm that goes beyond making investment recommendations. Our team is dedicated to improving your entire financial life.

We have great relationships with our clients because we take the time to get to know them and what they want to get out of life. In return, they know and trust how we work.

Our Commitment

We’re here for you. While no one can predict the future, we can promise you our unbridled focus on helping you achieve your goals. That’s our commitment.

Our Mission

At Neumann Capital we actually enjoy figuring out the solutions that will meet your needs. We strive to provide you with confidence today and lasting peace of mind. That’s our mission.