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 |
|---|---|---|
Alexandria, VA
| 3
| |
Alexandria, VA
| 2
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")