We believe that money is more than just a number. What’s your wealth of life?

Market cycles? We've seen them all

When you love what you do, you do it better

O'Brien Wealth Partners

Our team's credentials include:
7 CFPs
1 CFA
5 Masters Degrees

Serious know-how. Applied to real life.

We combine decades of comprehensive financial planning experience with academic rigor and real-world smarts. That gives us a unique perspective on wealth management to put our clients on the right paths to success. The result is powerful: steady and sustainable asset growth, knowledge that your investment and financial plan are deeply integrated, and absolute confidence in your ability to navigate whatever comes up in life.

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Exceptional team
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What we do

What's your story?

There is no one-size fits-all-approach or solution to understanding your situation and developing a plan of action to get you to where you want to be. We believe in digging deeply into what makes you, you, and relating to all the challenges — financial and otherwise — that you’ll face along the way. You have specific planning and investment needs and we have a team of specialists who understands your situation, can talk through the issues, and will work with you to provide guidance, support, and direction as your life and goals evolve. Are you interested in learning more? Let us share with you how we can work together.

News & Insights

  • How to retire happy and comfortably – Business Insider

    See what Jill had to say at Business Insider on how to plan for a happy retirement!

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  • Quarterly Client Letter – Q4 2017

    Unequivocally, 2017 was a year of high uncertainty filled with volatile headlines. Daily breaking geopolitical news stories, nuclear saber rattling with North Korea and months of coverage of natural disasters contributed to the impression of a world on edge. In stark contrast, Wall Street largely shrugged off the news as markets were among the least volatile on record.

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