O'Brien Wealth Partners LLC

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 unique 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 fin