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Neal Colby

Neal Colby

Neal Colby

CFO

CM Wealth Advisors LLC


Neal B. Colby, CPA, CEPA is a Member and Chief Financial Officer at CM Wealth Advisors LLC. CM Wealth Advisors has been providing family office services and investment management to its clients since 1983. Neal specializes in business owner consulting, exit planning, and tax planning for his clients. Prior to joining CM Wealth Advisors, Neal spent five years at a prominent single-family office and fifteen years at a large CPA firm.

Conference Location

100 Lakeside Avenue East
Cleveland, OH 44114
Tel: (216) 413-5000