OBrien Wealth Partners LLC

At OBrien 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. Its about working together to discover what truly matters to you, and ensuring youve got the perfect personal and financial roadmap to enjoy more of that every day. Founded in 1986, OBrien Wealth Partners is a fee-only, SEC-registered investment advisory firm. We work diligently to preserve and grow wealth for individuals, couples,...

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,and investment strategy

Obrien wealth partners llc operates in the Investment management industry.

Obrien wealth partners llc's revenue is 11m - 100m

Obrien wealth partners llc has 11 - 50 employees.