Welcome to O'Neill Financial Group. We are a family-owned firm with over 50 years of combined experience in Tax and Wealth Management.
David O'Neill, CFP® and Tim O'Neill, CPA are the primary principals of the firm. David has spent his entire 28 year career in financial services, and Tim has spent his entire 32 year career in tax and public accounting. Together we work to help our clients in all aspects of their financial lives, from setting up budgets and minimizing taxes, to running businesses and saving for retirement. We act as a sounding board for our clients when making financial decisions, and assist them in implementing plans to work towards financial goals. Click here to see a list of our services.
Thank you for visiting our web site. Feel free to roam the site as much as you like. There is some great content including calculators, newsletters and other helpful information (check out the navigation tabs across the top). Be sure to bookmark the site and come back often, as the site is regularly updated with tax, market and newsworthy items.
If you have any questions, or would like to meet with us, please do not hesitate to contact us. We look forward to working with you.
We create strategies tailored to your goals and your needs.
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships that span generations.