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Navigating Your Financial Future

At O'Neill Financial Management we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible.

We provide personalized strategies that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future.

In order to help you maximize your potential for success in all areas of your financial life, we take a comprehensive approach. We focus on trying to enhance the security of our clients' accumulated wealth during their lifetimes and beyond.

As independent advisors we act as valued partners who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected... and unexpected. We work as your partner, providing you with counsel on an ongoing basis.

Above all, we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible for those you care most about.

Design, Build, Protect

Our Advisory Process For Clients

Learn how we can help you create a financial plan that accomplishes your long term goals.

Download Design, Build, Protect »

Get a Second Opinion About Your Financial Plan

Are you successfully meeting your financial goals?

Schedule a meeting with us for a second opinion on your investment strategy by calling 949-582-1577, or using our second opinion form.

There's no obligation and the valuable information we'll provide during your meeting is yours to keep.


O’Neill Financial Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where O’Neill Financial Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by O’Neill Financial Management, Inc. unless a client service agreement is in place.

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