A veteran of the financial services industry, Max McNeal has been a Certified Public Accountant (CPA) for over 40 years. Throughout his decades of experience, he has worked diligently to help clients and their families strengthen their financial independence. In addition to his experience in crafting tax-smart strategies, Max has specialized in investment management, retirement planning, legacy planning, business planning, and more. He particularly enjoys crafting plans that allow clients to pursue their wealth more than they ever thought possible, knowing their future is looked after. He is currently the head of tax planning and tax return preparation.
Max is a graduate of Ball State University. He founded McNeal and Company in 1975 and has since expanded the firm into a truly comprehensive firm. Today, McNeal Wealth Management is a fully independent, family-run office that serves clients throughout Central Indiana and across the United States. Max is actively involved in his local community and supports the Tipton Main Street Association.