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Sean O’Neill, CFP®

Sean O'Neill, CFP®

FINACIAL PLANNER ADVISOR

Secure Your Tomorrow, Today

You have questions. We have answers.

Let us guide you through the complexities of retirement planning, providing personalized solutions tailored to your needs. Your journey to a secure and comfortable retirement begins with the right information and a plan designed just for you.

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Guiding You Every Step of the Way

At Legacy Private Wealth Partners, we champion a transparent and collaborative approach to financial planning. Our process ensures every aspect of your unique financial situation is meticulously considered and addressed. 

Take the first step toward financial clarity and security. Call us to schedule your free consultation today, and let’s embark on this journey together.

Our Process

Ongoing Support for You

Your financial wellness is our priority

Our commitment to your financial well-being doesn’t end with the creation of your plan. At Legacy Private Wealth Partners, we believe in providing ongoing support and guidance to ensure your peace of mind. Here’s how we stay connected:

Proactive
Communication

Regular check-ins and timely insights — so you’re never left wondering.

Strategy
Meetings

Retirement isn’t a one-time plan — it’s an ongoing journey. Through consistent strategy meetings, we stay connected and make timely adjustments so your plan keeps working for you.

Plan Updates and Adjustments

Life changes — and your financial plan should too. We’ll make updates to keep things on track and ensure your plan always reflects your priorities.

Tailored
Support

Customized advice and dedicated service — because your plan should work for you, your goals and your situation.

About Sean O'Neill, CFP®

Sean O’Neill is a seasoned financial advisor with more than 25 years of experience guiding clients through every stage of their financial lives. Before joining Legacy Private Wealth Partners, Sean worked with several national investment firms, building a reputation for thoughtful, client-focused advice.

Originally from St. Louis, Sean is a 1994 graduate of Truman State University, where he served as captain of the swim team and was honored as a scholar-athlete. He went on to earn a master’s degree from East Carolina University before relocating to Denver and launching his career in financial services. Sean is a Registered Investment Advisor Agent and holds several securities licenses, including the Series 7, 9, 10, and 63, along with Life, Health, and Long-Term Care licenses. He earned the Certified Financial Planner® (CFP®) designation in 2002.

Outside of work, Sean enjoys Colorado’s great outdoors—mountain biking, hiking and running in the warmer months, and skiing and snowshoeing in the winter. He and his wife, Lori, love to travel both within the U.S. and internationally. They live in Lone Tree with their daughter Emerson and their corgi, Molly.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.