Neal Brincefield, RICP, CLU, ChFC, CExP

Neal Brincefield has dedicated his career to helping people realize their full financial potential—both by working directly with clients and by training, coaching, and mentoring hundreds of financial advisors to do the same. With extensive experience guiding business owners through succession and business transfer planning, Neal helps clients navigate the complexities of selling or transitioning their businesses, ensuring smooth transitions and long-term financial stability.

In addition to his client work, Neal has served as a national trainer, case coach, and agency leader, working closely with financial advisors on thousands of cases to refine their process, improve results, and deliver exceptional client outcomes. In 2017, Neal was retained as a special field consultant by Guardian to lead efforts around The Living Balance Sheet® (LBS), helping advisors leverage the technology to provide a superior planning experience and strategic guidance for business owners.

Neal lives in Chapel Hill, NC with his wife, Sarah, and their three children. He enjoys traveling, cheering on the Tar Heels, spending time on the water, and sailing, combining his love of the outdoors with quality time with family.