Neiman & Associates

Who We Are

Neiman Associates Financial Services, LLC is a fee-only financial planning and investment advisory firm based in Boston, Massachusetts. We believe in empowering individuals to take control of their financial future through personalized planning and investment guidance. We proudly serve clients from all walks of life, including those within the LGBTQ+ community, non-traditional couples and families, and those passionate about making a positive impact on the environment and their community.

Our Mission

Our mission is to enable you to make smarter financial decisions, achieve peace of mind, and pursue your life dreams. We take the time to understand your unique goals, values, and aspirations, ensuring your personalized plan is tailored to your specific circumstances.

What We Offer

We offer a comprehensive range of financial planning and investment advisory services, including:

• Financial Planning: Goal setting, risk assessment, budget analysis, investment planning, retirement planning, estate planning, and more.
• Investment Advisory: Portfolio management, regular review and optimization, access to low-cost, diversified investments.
• LGBTQ+ Services: Specialized guidance on addressing unique challenges faced by the LGBTQ+ community.
• Sustainability Investing: Opportunities to align your investments with your values to create positive environmental and social impact.

Our Approach

At Neiman Associates, we prioritize:

• Transparency: We provide clear and concise explanations in plain English, avoiding industry jargon.
• Trustworthiness: We are committed to acting with integrity and always placing your best interests first.
• Empowerment: We strive to empower you to take control of your finances and make informed financial decisions.
• Collaboration: We value open communication and collaboration, working alongside you every step of the way.

Join Us on Your Financial Journey

We believe in building strong, lasting relationships with our clients. We are committed to understanding your unique needs and providing personalized guidance to help you achieve your financial goals. Contact us today to schedule a complimentary consultation and learn how we can help you take charge of your financial future.