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O'Neill Financial Management is committed to empowering our clients through education and timely information. We believe that we work together best when our clients have a broad understanding of what we do and why.


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The Best Time to Invest






Why Markets Work

"A goal without a plan is just a wish."

~ Antoine de Saint-Exupery

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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