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Steve McNeilly

Lead Advisor, CFP, CKA

Steve McNeilly is a lead financial advisor with Stark Wealth Management. Steve is passionate about helping educate, equip, and empower his clients to make informed financial decisions in alignment with values and goals. Steve has over 15 years of industry experience as a financial planner and advisor. He creates customized inspiring financial plans to help his clients achieve their goals.

Steve volunteers on non-profit committees and through financial counseling at his local church. He focuses on philanthropy, stewardship, and giving his time to help increase financial literacy and stewardship in his community.

Steve is a Certified Financial Planner and Certified Kingdom Advisor. He graduated with a degree in Economics and Classics from Rutgers University where he was also a member of the Men’s Lightweight Crew Team. Steve is also a proud Eagle Scout.

Steve lives in New York, NY with his wife Ashley and son Miles. During his downtime he enjoys hiking big mountains, strategy board games, and spending quality time with his family and closest friends.

Keep your latte. We believe you should be able to enjoy your life while building wealth.

Step 1

Schedule a Meeting

Step 2

Gather Documents

Step 3

Get a Personalized Plan

Step 4

Achieve Your Financial Goals