A complete list of active advisors currently associated with O'Neill Financial Management, Inc.

Warmer can help you find a great advisor at O'Neill Financial Management, Inc. or one who fits your needs even better.

O’Neill Financial Management provides investment advisory and financial planning services to individual and high‑net‑worth clients, as well as employer retirement plans and other business clients. Its offerings include comprehensive portfolio management, a mutual‑fund‑only American Funds program, and retirement plan consulting, with implementation available through third‑party independent money managers. The firm’s investment approach is rooted in Modern Portfolio Theory and a buy‑and‑hold philosophy, emphasizing broadly diversified, mainly passive mutual funds and ETFs (including regular use of Dimensional Fund Advisors funds) and employing Monte Carlo analysis for planning. Portfolios are monitored and rebalanced periodically, but investment decisions are implemented primarily on a non‑discretionary basis and often via model portfolios provided by Focus Partners Advisor Solutions and independent managers. A distinguishing feature is that a firm principal is a Certified Public Accountant and the firm offers tax preparation and accounting services under separate engagement agreements, a service line that is uncommon among peers and is disclosed as separate from advisory services. The firm manages about $86.7 million for roughly 127 clients with a three‑advisor team and explicitly does not accept discretionary trading authority, both of which set it apart from many other supported firms.

To learn more about the advisors currently working at O'Neill Financial Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.