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Martha Mc Neely

Advisor at Creative Money LLC

Updated today
Creative Money LLC logo

Firm

Creative Money LLC

Location

Renton, WA

Credentials

Series 65

Industry experience

1 year

About

Martha Mc Neely is a financial advisor at Creative Money LLC with one year of industry experience. She holds a Series 65 designation and has a background that includes ownership of Buoy Financial Services, which provides bookkeeping services for therapists and helping professionals, and Martha McNeely Psychotherapy, PLLC, offering individual therapy in Washington state. Creative Money LLC provides fee-only financial planning focused on retirement, cash flow, tax and estate planning, business planning, and insurance review. The firm delivers written or electronic financial plans without managing client assets, typically recommending passive, low-cost investment strategies.

Client services

Based on Creative Money LLC

Financial planning

Expertise

Based on Creative Money LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance

Demographic focus

Based on Creative Money LLC

Young Professionals Established Professionals Approaching retirement Retired

Fee options

Fixed

Fixed fees for financial planning services such as plan updates and strategy sessions ranging from $1,350 to $4,100

Project-based

$425 per hour generally; $525 per hour when working directly with founder Mindy Crary

Other

Fee-only: Fixed fee financial planning services ranging from $1,350 to $4,100 depending on plan complexity and session type; hourly rates of $425 to $525 also offered

Location

Renton, WA

Most active in

Washington

Work history

McLayne Holdings LLC / McLayne Property 1 LLC

2024 - Present (2 years)

Creative Money LLC

2024 - Present (2 years)

Buoy Financial Services LLC

2024 - Present (2 years)

North Carolina State University

2022 - 2023 (1 year)

The Allender Center

2020 - Present (6 years)

Fairfax Behavioral Health Hospital

2020 - 2022 (2 years)

Value Logic Solutions

2019 - 2020 (1 year)

Martha McNeely Psychotherapy PLLC

2019 - Present (7 years)

The Seattle School of Theology and Psychology

2018 - 2020 (2 years)

Valley Cities Behavioral Healthcare

2017 - 2019 (2 years)

Value Logic Solutions

2014 - 2017 (3 years)

IanFitness

2014 - 2017 (3 years)

The Seattle School of Theology and Psychology

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gelly L

Series 63, Series 65, Series 7

Seattle, WA

AllianceBernstein L.P.

Beyond the numbers, my work is about stewardship. I’ll be here for the moments that change everything. With Bernstein's experts alongside me, we’ll simplify decisions and create a plan that manages what you’ve built and evolves with your life. My time with the Seattle Seahawks organization left me with a simple standard that still guides how I show up: “Always Compete.” For me, that means treating a client’s goals like they’re my own—preparing relentlessly, getting the details right, anticipating issues early and following through until the job is done. I joined Bernstein because I wanted to serve clients from a place where excellence is the baseline and where the work is as human as it is analytical. I’m wired to ask, “Is this the optimal move?” Bernstein’s depth of thinking, team-based approach and commitment to long-term relationships aligned with how I naturally serve—consistently thoughtful, tenacious, and deeply client‑centric. I’m also drawn to roles where you’re trusted to represent something bigger than yourself, whether it’s community-facing work with the Seahawks or now as an advisor. That responsibility keeps me grounded; it’s about earning trust, protecting what clients have built and helping them make confident decisions at the moments that matter most. Some of my earliest perspective on resilience and resourcefulness came from my family’s roots in the Philippines. Growing up, I heard stories of making do with very little, even hand‑pumping water from a ground well in my parents’ village just to cook or bathe. That upbringing didn’t just teach gratitude, it also emphasized responsibility. It shaped my values early: don’t take opportunities for granted, do what you say you’ll do, and use success to take care of people. Having built a company myself, I understand the pressure experienced by entrepreneurs, who are constantly weighing risks, trade-offs and responsibilities. That background helps me empathize with business owners, executives and families who balance opportunity with complexity. And I know how freeing it is to move forward with clarity from a set of optimal decisions, especially for founders, athletes and entertainers contemplating a “second act.”

Wealth management Cross-border & expatriate issues Real estate investing General retirement planning Concentrated stock management Financial Professional FIRE (Financial Independence Retire Early) Established Professionals Approaching retirement Female Executives Women Business Owners
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Alvin W

CFP®, Series 63, Series 65, Series 66

Kent, WA

APEX Tax & Financial Planning

General tax planning Wealth management Tax-loss harvesting Passive / index investing Founder/Business Owner
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Steven K

CFA®, Series 63

Seattle, WA

Informed Investors Group

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Shamus M

CFA®

Seattle, WA

Red Haven Advisors, LLC

Options & derivatives strategies Tax-loss harvesting Cash flow / budgeting General tax planning
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William C

Series 63, Series 66

Seattle, WA

Puget Sound Capital Services LLC

Income planning Government Employee
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Justin R

CFA®

Bellevue, WA

Rare Wolf Capital LLC

Options & derivatives strategies Active portfolio management Private / alternative investments
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