O'Neill Financial
Where Taxes, Investments and Retirement Planning Intersect
Coordinated financial guidance from one advisor who understands your complete financial picture.
Charting a course for you and your loved one's financial future
I am here to help you build a future that feels secure, supportive, and tailored to your life. Whether you're planning for tomorrow, or navigating today, I'll walk the path with you, every step of the way.
Meet Chris
Chris started O'Neill Financial with his clients at heart, believing everyone deserves guidance they can trust. As an independent financial advisor and tax accountant, he's here to listen, understand, and help you feel confident about your future.
Taxes
Thoughtful 1040 preparation combined with year-round attention to the tax consequences of your financial life.
Retirement
Coordinated retirement planning that brings together your income needs, investments, Social Security and taxes.
Investments
A personalized, tax-aware investment portfolio aligned with your financial goals, time horizon and risk tolerance.