Working with O'Brien

At O’Brien Wealth Partners we go beyond traditional wealth management to nurture the kind of financial wellbeing that promotes a more fulfilling life. We apply our blend of academic rigor, real-world smarts and decades of expertise in managing wealth to take your financial plan and investment strategy further. It’s about working together to discover what truly matters to you, and ensuring you’ve got the perfect personal and financial roadmap to enjoy more of that every day.

Founded in 1986, O’Brien Wealth Partners is a fee-only, SEC-registered investment advisory firm. We work diligently to preserve and grow wealth for individuals, couples, families and non-profits across the country. As your fiduciary, we advocate for you and are legally and morally bound to put your interests first. Our specialties in investment management include tailored institutional-quality investment strategies, sustainable (ESG) portfolios, and investing for non-profits. We also offer a full array of financial planning services - including retirement, divorce, family loss, insurance, benefits, business sale and succession, advisor integration, and consultation on tax and estate planning. As a women-owned firm we have a particular expertise in helping women and couples have successful relationships with money.

The O’Brien Advantage

• The reach and resources of a larger firm, but with our boutique firm’s personal touch for a best-in-class client experience.
• A multi-generational team of advisors who are approachable experts, plain-speaking and dedicated to creating your wealth of life.
• We closely integrate our services to provide customized, comprehensive solutions that grow and evolve as you do.
• We are committed to diversity and inclusion and are proud to be a women-owned company.

Working at O'Brien

O’Brien Wealth Partners LLC is an independent Registered Investment Advisor providing wealth management to high-net-worth individuals and non-profits. We are well-positioned to thrive in a dynamic and growing industry and we place a high value on the success of our people. Relationships are the cornerstone of our success, and we value strong personal interaction with our clients as well as collaboration among our employees. Our culture embraces diversity, inclusion, innovation and sustainability. We are a team of high-performing professionals committed to both the strategic growth of the firm and the career growth of its team members. If you desire to be part of a team that values a work and life balance and enjoys helping people achieve financial security and peace, then we are the firm for you!