Broker Check
Neil G. Schmerling, CPA, PFS, CFP®, RICP®, CLU®

Neil G. Schmerling, CPA, PFS, CFP®, RICP®, CLU®

Owner & Wealth Management Advisor

With over 40 years of diversified experience in the financial services industry, Neil offers his clients advice and guidance that has been developed through varied situations and markets. This advice continues to enhance the life experiences of his clients. As a CPA and CFP® professional, Neil takes the time to fully understand his clients before offering any advice. He holds securities licenses 7, 66 and is insurance licensed. He also is a Chartered Life Underwriter (CLU). He is a graduate of Drexel University with a Bachelor of Science in Business Administration with majors in Accounting and Finance.

Neil has been recognized by 1st Global and now Avantax, as a top producer, having earned the “Eagle” status since 2003. He enjoys regular calls with peers and has a keen sense of how other advisors can bring value to their clients.

A lifelong resident of the Philadelphia area, Neil is an Eagle Scout. As an adult he earned the “Wood Badge” Boy Scout adult leader training award and served as scoutmaster of his boyhood troop for 22 years. He is also a perpetual synagogue President, having served his synagogue in Philadelphia as President from 1994 to 1996 and from 2003 to 2008 when he negotiated a merger. He is currently in his fourth year as President of his synagogue in Atlantic City, NJ, where Neil, his wife Karen, their two children and seven grandchildren enjoy their summers at their house in Ventnor, NJ.

Neil is also an avid cyclist having completed two 30-day cross country tours with PAC Tour. He has also participated in many other PAC Tour rides logging over 10,000 miles with PAC Tour placing him in their Hall of Fame. Neil is currently planning two rides that will bring him close to 20,000 miles with PAC Tour.