O'Neil Financial Advisors

Our Vision: Empowering Clients to Create Lasting Wealth

North Georgia Wealth Advisors is a team of experienced financial advisors dedicated to helping individuals and families achieve financial peace of mind. We believe that wealth is more than just numbers - it's about living a fulfilling life and leaving a lasting legacy.

Who We Serve

We understand that everyone's financial journey is different. We work with people in all stages of life, including:

• Individuals & Families navigating retirement planning, debt management, and estate concerns.
• Those Balancing Work, Family, and Aging Parents who need to prioritize financial planning alongside life commitments.
• Widows & Widowers seeking guidance on managing their finances and transitioning into their new phase of life.
• Inheritors & Those Receiving Settlements making crucial financial decisions during a significant life event.
• Business Owners & Corporate Executives looking to maximize wealth accumulation and succession planning.
• Professional Couples establishing financial security and planning for their future.

Our Personalized Approach

We believe in a collaborative and personalized approach to wealth management. We:

• Discover: We listen carefully to understand your unique goals, concerns, and risk tolerance.
• Evaluate: We assess your current financial situation and potential roadblocks.
• Create: We work with you to develop a customized financial plan that aligns with your vision and values.
• Implement: We guide you through implementing your plan and regularly monitor progress.
• Review: We review and adjust your plan periodically to ensure it remains relevant and effective.

Our Guiding Philosophy

Our mission is to reduce the financial stress that causes unnecessary anxiety and tears away at relationships. We believe in:

• Empowering individuals: We believe people are capable of making informed financial decisions when armed with the right information and guidance.
• Building relationships: We value open communication, transparency, and trust in our client relationships.
• Long-Term planning: We take a holistic approach, considering the short- and long-term implications of every financial decision.

Let's Partner for Your Financial Success

If you're ready to take control of your financial future and reduce the stress surrounding money, contact us today. We'd be happy to schedule a consultation and discuss your unique financial goals.