Adaptable Strategies, Measurable Goals

We utilize multiple strategies designed to address your need for return and your tolerance and capacity for risk.

It’s not as simple as buying low and selling high

Many investment managers still hold tightly to the idea that simply buying the dips–or buying and periodically rebalancing–is enough to ensure the health of a client’s portfolio. Unfortunately, it’s not that easy anymore. The world’s economy is in uncharted territory. Inflation, excessive volatility in the markets, and rising interest rates call for a different approach, one that not only manages risk to preserve wealth but also builds momentum through carefully selected securities.

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Take control of your financial future with a plan that gives you:

CLARITY

We will help you thoroughly understand and weigh the options available to you.

CONTROL

Your unique needs, goals, and risk tolerance inform every decision we make together.

CONFIDENCE

Our partnership is built upon mutual trust, full transparency, and exceptional service.

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Your money, your choices

Our process is simple:

WE LISTEN.

We’ll ask the right questions to gain insight into where you are financially today and where you’d like to go.

WE CUSTOMIZE.

Your long-term financial plan and investment strategy is tailored to your unique needs, goals, and risk tolerance.

WE EXECUTE – TOGETHER.

Our team of fee-only advisors will personally manage every asset in your portfolio and help you stay on track to meet your goals.

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Some people see problems. We see opportunties.

Even in today’s uncertain and complex financial world, financial security and freedom is possible. At D. Scott Neal, Inc., we pride ourselves in our ability to adapt as well as to minimize risk across the largest set of possible circumstances. We help you make data-based decsions that allow us to advise and guide you confidently, even as the world unfolds in unanticipated ways. There will always be a lot of financial variables. Our job is to help you make better decisions around them so you can get where you want to go.

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LEXINGTON
Suite 290
3292 Eagle View Ln.
Lexington, KY 40509
859.254.3036

LOUISVILLE
Suite 201
6440 Dutchmans Parkway
Louisville, KY 40205
502.459.7199

CINCINNATI
513.842.1193

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D Scott Neal is a tradename. All services provided by D Scott Neal investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including D Scott Neal.

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.