Neal G. Schulte, CPA/PFS CFP®, Partner
Neal founded the firm in 1982 after working for a large international CPA firm where he oversaw tax, retirement, and financial planning. In addition to his role with Schulte & Uhrig CPAs, he is managing principal of the sister firm, Schulte Financial Group, LLC. Much of Neal's focus with clients is in the areas of wealth management, 401(k) and retirement planning, tax minimization, and business plan consultation.
Mr. Schulte is both a CPA and a Certified Financial Planner. With 30 years experience, he is a trusted advisor for many individuals and businesses in the Tri-State area. He believes in a simple solution to financial independence, "make more or spend less" - he helps his clients work toward spending less on taxes, insurance costs, fees, and overheads while helping them to make more by investing wisely and making prudent financial decisions.
A native Cincinnatian, Neal serves on the Board of Directors of several Cincinnati corporations and his interests include running, biking, spectator sports, and spending time with his two children at his home in Indian Hill.
- Certified Public Accountant (CPA)
- Certified Financial Planner™ (CFP®)
- Registered Principal of INVEST Financial Corporation
- BA in Accounting from Xavier University
- All coursework for Masters of Taxation at University of Cincinnati
- Authored book entitled "Make More, Spend Less"
- Selected as one of "America's Best Financial Planners" by the Consumer's Research Council of America
- Has appeared as a financial expert on local radio program, "Ask the Expert"
INVEST Financial Corporation, member FINRA, SIPC, is not affiliated with Schulte Financial Group, LLC. Securities, advisory services and certain insurance products offered through INVEST Financial Corporation, a Registered Broker Dealer and a Federally Registered Investment Advisor, and its affiliated insurance agencies. INVEST does not provide tax advice.
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