Get objective, unbiased financial and insurance guidance with O’Neil Wealth.
“Our mission is to provide objective, unbiased guidance and strategies to you and your family or business. We believe in strategy, not sales; and planning, not performance. We are a group of loyal individuals who make up a dedicated team, acting as your financial guide and helping ensure you have a financial plan in place that is constantly being reviewed and modified based on life changes.”
- MATTHEW O'NEIL
Get to know Matthew O’Neil
Owner, Financial Advisor, CFP®, ChFC®
Matthew’s passion for investing began early when his grandfather taught him about buying stocks. After witnessing how poor financial advice diminished his grandmother’s assets and ability to afford long-term care, Matt recognized the importance of proper wealth management and vowed to help others avoid financial pain. It was then that Matt knew a career in finance was right for him.
Today, Matt focuses on helping clients create custom income plans, align their investments with financial goals and adapt their strategies as life evolves. With nearly 20 years of experience, Matt is the owner and lead advisor at O’Neil Wealth. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) who specializes in guiding clients through personalized financial strategies.
A Michigan State University graduate, Matt lives in Matthews, North Carolina with his wife, Megan, and their three children: Elaina, Tatum and Carson. When he's not helping clients, he enjoys cheering on the Spartans, attending his kids' events, working on American muscle cars, and spending time at the Carolina beaches and mountains.
Why the Owl?
When I started thinking about O'Neil Wealth, I spent days and nights considering what to call my firm and what it would stand for. In the evenings, I’d hear an owl hooting outside my window. It seemed to be asking the same question I kept asking myself: who? Who is this firm for?
The answer, of course, was you.
Along with our crown and key, the owl, representing wisdom and guidance, became an integral part of our core identity. The crown represents our Five-Point Crown Process that works to help cover every area of your financial life. And the key stands for our role in helping you—unlocking clarity, direction, and confidence for your financial decisions.
—Matthew
