About Tim McNeely

Tim McNeely, CFP®, CIMA®, CEPA®, CPFA®, is the founder of LifeStone Family Office and a wealth advisor and exit strategist serving high-net-worth dental entrepreneurs.

LifeStone Family Office

LifeStone Family Office provides integrated exit planning, wealth management, and tax strategy for dental entrepreneurs with $5M+ practices. The firm's mission is to help dental entrepreneurs maximize what they keep from their exit and build a life of significance after dentistry.

Credentials and Expertise

• CFP® — Certified Financial Planner
• CIMA® — Certified Investment Management Analyst
• CEPA® — Certified Exit Planning Advisor
• CPFA® — Certified Plan Fiduciary Advisor

Tim's Approach

Tim's lens is whole-life: financial, relational, vocational, and spiritual. He believes wealth is a tool entrusted, not a trophy earned. His clients are typically successful on paper but often feel fragmentation between practice, wealth, and life.

Tim is the host of the Dental Wealth Nation Show, a podcast for dental entrepreneurs navigating the intersection of practice value, exit planning, and life after dentistry.