Ephtimios MacNeil Wealth Management

Bringing together your wealth, your family, your legacy.

As a husband-and-wife team, we understand the importance of meaningful connections. As wealth advisors and financial planners, we’ve spent nearly 30 years building meaningful connections with the business owners, physicians and lawyers, professional women, and successful families we advise. It’s what drives success. It’s what drives us. 

We’re your confidant through the moments where life and livelihood intersect, delivering thoughtful insight with trust and sincerity. We simplify the complex and empower you to focus on living your life while we work with your outside counsel and Richardson Wealth’s in-house team of tax, insurance, and estate planning professionals to find solutions to every aspect of your finances and investment portfolio. 

We strive to educate. Education and transparency are built into our wealth and investment planning process. We want you to understand how your wealth works and feel confident in your wealth plan.

We see the overlooked. Wealth planning is a continuous process. Every client we’ve worked with over the past nearly 30 years has helped to refine our approach and helped us design a comprehensive wealth plan checklist that leaves no element overlooked. We evolve together throughout the process.

We understand you. We tap into your financial mindset and look for the behaviors and experiences that drive you. Relationships are everything to us and we look for clients that align with our values.

We’re Ephtimios MacNeil Wealth Management: Bringing together your wealth, your family, your legacy.

Click here to learn more about our team

Social media
Stay connected

 

Connect with us on social media


Facebook Ephtimios MacNeil

LinkedIn Fadi Ephtimios

LinkedIn Lynn MacNeil

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

 

Should you help your adult child buy a house?

Your children may have the income to cover the cost of mortgage payments & home upkeep, but more parents are giving their kids financial gifts for a down payment in today's housing market. Should you?

View article

 

Train arriving, symbolizing timely insights

Market research
Insights

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

8 July 2024
Bonds-equities: Diversification is harder to come by
View article

 

25 June 2024
Déjà vu
View article

 

Investor Strategy

July 2024
Second half challenges ahead
View article