Meet the Owner

Sam Neale is the founding principal and President of A.D. Financial Planning, an independent financial planning firm located in Longview, Texas. 

Sam focuses on providing Fee-Only financial planning, investment advice and coaching to individuals and families from all income levels and walks of life. In addition to offering financial guidance, Sam leads a 300+ employee manufacturing company in Longview, TX. He has held a variety of engineering and executive titles, including both Vice-President and President.

In his leadership roles, Sam enjoys working with and coaching employees. He has the heart of a teacher and appreciates the importance of explaining difficult concepts in terms all team members can use to be more effective in their endeavors. He brings this same servant leadership style to his financial planning.

Sam provides independent, objective financial planning and advice to all people, regardless of their net worth or income level. Many financial advisers accept clients only if they meet certain income and net worth requirements. He believes that independent, objective financial advice is something all Americans need to build the brightest financial futures. Holding to this philosophy, Sam is proud to offer the same quality, professional advice to all clients, not just the affluent.

Sam’s business and financial experience, along with a desire to guide others to financial freedom, have led him to serve as a personal financial planner. "In too many households there is a lack of financial freedom. Many Americans do not know that there is someone willing to help answer their financial questions with knowledgeable and unbiased answers. I want to help open the communication lines regarding money, investments and financial planning to help them determine their goals and then see how they can reach them! With proper financial planning comes financial freedom."

A.D. Financial Planning is named for his wife, Ashley Dawn (A. D.). Sam enjoys spending time with his wife and their three children. The time with Ashley and their two sons and daughter compliments his professional goal of building long-term relationships with his clients. These relationships are based on trusted and competent guidance; from these satisfied clients, referrals grow his business. He invites you to schedule a complimentary, no-obligation "Get Acquainted" meeting to discuss your financial goals and objectives and find your path to financial freedom!