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.
Located in Waltham, MA
Care to explore your opportunities? Follow us here or give us a call at (617) 547-6717.
Please view important disclosures here: https://www.obrienwp.com/legal/
Company Details
- Employees
- 7
- Founded
- -
- Address
- 51 Sawyer Rd,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.obrienwp.com
- Keywords
- Investment Management, Financial Planning, Financial Education, Wealth Management, Life Transitions, Retirement Planning, Sustainable Investing, ESG Portfolios, Insurance Planning, Employment Transitions, Divorce Planning, Business Sales and Succession, CFP Services, Women and Wealth, Multi-generational Planning, Tax and Estate Consultation, Investment Strategy.
- HQ
- Waltham, Massachusetts
O'brien Wealth Partners Llc Questions
O'Brien Wealth Partners Llc's website is http://www.obrienwp.com
O'Brien Wealth Partners Llc's LinkedIn profile is https://www.linkedin.com/company/obrienwp
O'Brien Wealth Partners Llc has
7 employees.
View email and phone details for 7
employees at O'Brien Wealth Partners Llc.
O'Brien Wealth Partners Llc's industry is
Investment Management
O'Brien Wealth Partners Llc's top competitors are
Choreo,
Montis Financial,
Hm Payson & Co,
Hub Wealth Strategies,
Citizens Private Wealth,
Colchester Partners Llc,
Crestwood Advisors,
Mercer Advisors,
Howland Capital,
Cabot-Wellington, Llc.
O'Brien Wealth Partners Llc's categories are Investment Management
O'Brien Wealth Partners Llc's founding year is 1986
