Tim McNeely

Senior Vice President, Wealth Advisor
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Tim McNeely
Tim McNeely
personalized approach

Our intelligent wealth platform maximizes client returns

We empower advisors with the technology, tools, and support they need to deliver clients exceptional performance and more personalized relationships
Client Focus
Entrepreneurs & Small Business Owners
Healthcare Professionals
Plan Sponsor & 401k Plans
areas of Expertise
Goal Alignment
Tax Strategies
Retirement Planning
Estate Planning
Real Estate Strategies
qualifications
CERTIFIED FINANCIAL PLANNER (CFP®)
CIMA®
CEPA®
CPFA®
Locations served
Bakersfield, CA
Nationwide
Meet the
team
about
Tim McNeely

Since 2001, Timothy has helped high-net-worth dental entrepreneurs take control of their financial world and continue to build their wealth – allowing them to excel in patient care without the overwhelming burden of managing their finances. By guiding these professionals through  complexities and providing clear, actionable strategies, he prides himself on creating a roadmap so his clients can focus on what matters most: their life, family, and legacy.

As the spouse of a dentist himself, Timothy understands the pressure of running a practice while managing personal finances. By offering strategies to protect clients’ wealth and ensure a seamless, profitable exit, he works so those he works with can focus on growing their practice, caring for loved ones, and making a meaningful impact.

At the core of Timothy’s life is the pursuit of balance and significance, preserving what matters for future generations. I’ve learned that thriving means taking the unconventional path. He feels he has been given an amazing life of significance and that it’s his goal to steward that well.

FAQS
What’s the first step to getting started, and what should I expect during our first conversation?

Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.

As a fiduciary, how are your investment incentives legally aligned with my personal success?

Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.

How does your proprietary technology enhance, rather than replace, human investment expertise?

Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.

How do I know my information and my wealth are safe on Farther’s platform?

Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.

How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?

Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.

Page Updated on:
Feb 19, 2026