ABOUT CASEY NEILON
FOCUSED ON THE SUCCESS OF ENTREPRENEURS
WHO WE SERVE
ENTREPRENEURS AND THEIR FAMILIES
Casey Neilon’s ideal client is a time-starved entrepreneur. They are an owner or key stakeholder in a successful and growing business. Some Casey Neilon clients are serial entrepreneurs and hold equity in more than one business simultaneously.
These entrepreneurs have complicated financial and business lives. They often need to make complex business or personal finance decisions within very short windows of time. Yet the implications of these decisions could be far-reaching in their long-term effect. This is why they need a trusted advisor who deeply knows them, their goals, their businesses, their family situation and their dreams.
These entrepreneurs have a limited number of trusted advisors on their team and need a team leader to unite the players and deliver the best return on time. They prefer to have private conversations with a single advisor who can give them great and timely advice. They also want a partner who can fully execute on the decisions they make, get the details right and get the work done so they can focus their time and energy on their businesses and families.
If you’d like more information about how we can help your family, please fill out the form on this page.