Your Life. Your Goals. Your Personalized Plan.
Chris McNeal, CFS
Regional VP | Wealth Advisor
Growing up in a middle-class family, Chris watched his parents navigate life’s financial challenges without the guidance of a professional advisor. He often wondered how much less stressful things might have been if they’d had someone knowledgeable in their corner. That curiosity, coupled with his natural love for numbers, led Chris to his career.
Chris’s journey in financial services began in 2006, working as a consultant to other financial advisors. His years spent helping advisors build retirement plans, combined with his love for working directly with people, eventually led him to become a Wealth Advisor himself. Over the past two decades, he’s dedicated his career to helping individuals, families, and small businesses pursue their vision of financial freedom through comprehensive financial planning.
While Chris works with clients from all walks of life, he’s deeply committed to goals-based investing. From saving for a child’s education or buying a new home to preparing for retirement or establishing a legacy through estate planning strategies, Chris takes pride in crafting personalized strategies that reflect each client’s unique dreams and values.
An investment will perform the same whether you buy it through me or on your own. But true financial planning goes beyond picking investments. It’s about having a partner who helps you see the things you might otherwise miss, guides you through complex decisions, and gives you clarity and confidence, even when life gets lifey.
Whether he’s teaching retirement courses or sitting down one-on-one with clients to discuss market risk, longevity, inflation, or retirement income strategies, Chris is passionate about financial education. He believes knowledge is a crucial tool for helping people feel confident and in control of their financial journeys.
A budget and a financial plan aren’t about limiting your life, they’re the blueprint for making your goals possible. Financial education empowers you to use those tools wisely, so you can enjoy today while building the future you deserve.
Beyond his work with clients, Chris is deeply committed to giving back to his community. When he’s not working with clients or volunteering, he loves coaching his sons’ football teams, spending time on the lake, camping, or cheering on his kids at their many sporting events.
Five Star Professional Award Disclosure
This award was issued on 07/01/2025 by Five Star Professional (FSP) for the time period 10/09/2024 through 05/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4405 Dallas/Fort Worth-area wealth managers were considered for the award; 315 (7 % of candidates) were named 2025 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.