A complete list of active advisors currently associated with Tesfaye O'Neill Financial

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

Tesfaye O’Neill Financial, LLC serves individual clients by providing financial coaching, ongoing account reviews, and educational seminars and workshops, and it acts as a co-adviser on Matson Money-managed accounts. Its services include assisting clients with Matson Money paperwork, reviewing quarterly statements, making allocation recommendations, and delivering educational workshops that are stated to be informational rather than individualized tax or investment advice. The firm’s investment approach emphasizes Modern Portfolio Theory and long-term investing, with periodic (typically quarterly) reviews focused on asset allocation, rebalancing, and tax-loss harvesting when appropriate. TOF does not exercise discretionary trading authority or direct portfolio management for client accounts; Matson Money retains trading discretion and handles trade execution and fee billing while TOF provides oversight and client coordination. Noteworthy aspects include an affiliation with an active law practice: the firm’s advisors are practicing attorneys who may offer legal services outside the advisory business, a relationship the brochure discloses as a potential conflict of interest. The firm also operates a small, co-advisory model that publishes free seminars and workshops and reported no assets under management as of December 2025, reflecting its role in coordinating advice rather than managing portfolios in-house.

To learn more about the advisors currently working at Tesfaye O'Neill Financial, 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.

Name	Location	Years of experience
Juliana O'neill	Alexandria, VA	3
Girum Tesfaye	Alexandria, VA	2

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