About the Carr-Neeley-Beard Team
Our team offers a comprehensive financial advising approach designed to provide our clients with clarity about their entire financial situation. Our proactive guidance, combined with decades of experience, can help take the worry out of retirement so you can enjoy life. Our team, which includes five CFP® professionals, can help you with tax planning strategies, accessing alternative investments, planning for executive compensation, and more, all to provide you with a customized approach that addresses your unique needs. We believe our clients love us because we provide the service and benefits of a large, national firm with the personalized, high-touch service of a small, local firm. Schedule an introductory meeting and find out why our clients keep coming back, year after year!
Advisory Team
Client Service Team
Resources from our team
Team locations
Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation
Barron’s: Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of 6/30/25. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.