About

Jay focuses on financial planning and helping clients realize their financial goals. In an increasingly complex financial world, simplifying personal finances is one of Jay’s passions. He is part of a diverse team that helps individuals and families accumulate, preserve and transfer their wealth. He also combines his passion for financial planning with his desire to help individuals impacted by serious health conditions in the community. As time allows, he enjoys blogging on topics related to finances and health. Additionally, he has partnered with area health care organizations and non-profits to provide educational sessions to cancer patients. Jay joined Wealth Enhancement Group through the SVA Financial Group acquisition in 2020. At home, Jay and his wife stay (very) busy and entertained with their four children. He enjoys reading, writing, traveling and playing the guitar.

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Explore strategies for retirement planning with a nontraditional career path, from HSAs to IRAs and more.
Jay Neary III CEPS, CLTC®, CSA®, CFP®

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