Tom O'Neill
We are a multi generational wealth management team.
Firm not on file · Mount Laurel, New Jersey
Tom O'Neill is a fee-only financial advisor in Mount Laurel, New Jersey. Tom charges a percentage of assets and focuses on family wealth transfer, retirement planning and small business owners.
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Specialties
Who they serve
- Ultra high net worth
- High earners
- Multi-generational families
- Retirees
- Founders
About
Our team focuses on transfer of wealth for families with net worth of $5-$35 million. We work with business owners who have or are about to sell their company, doctors, and recent retirees from their corporate career.
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Estate Planning
- Exit Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Portfolio Management
- Trust Services
- Stock Option Planning
- Insurance/Risk Management
- Charitable Giving
- Risk Management
Facts
| Based in | Mount Laurel, New Jersey |
|---|---|
| Fee model | Percentage of assets |
| Assets under management | $100M - $500M |
| Firm founded | 1988 |
| Firm size | 2 - 5 employees |
| Investment approach | Blend of both |
| Website | www.raymondjames.com/oneillwealthmanagement |
Request an introduction to Tom
Tell Tom a little about what you're looking for. Tom isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Tom
Is Tom O'Neill a fee-only financial advisor?
Yes. Tom O'Neill is listed in the public advisor directory (listed as fee-only).
How does Tom charge for financial advice?
Tom charges a percentage of assets.
Where is Tom O'Neill based?
Tom O'Neill is based in Mount Laurel, New Jersey.
What does Tom specialize in?
Tom's specialties include family wealth transfer, retirement planning and small business owners. Tom works with ultra high net worth, high earners, multi-generational families, retirees and founders.
How do I contact Tom O'Neill?
Through Tom's website, www.raymondjames.com/oneillwealthmanagement.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Directory listing last checked April 25, 2026.
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