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

two people meeting in office

Market cycles? We've seen them all

Zakim Bridge Boston MA

When you love what you do, you do it better

two people meeting at table in office

Our team's credentials include:
8 CFPs
3 CFAs
6 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 perspective on wealth management to put our clients on the right paths to success. The result is powerful: knowledge that your investment and financial plan are deeply integrated, and absolute confidence in your ability to navigate whatever comes up in life.

Meet Our
Learn More About
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

  • 5 Improvements Physicians Can Make To Their Financial Portfolios

    See what Lis Zimmerman, CFP, CASL, CRPC, of O’Brien Wealth Partners has to say about physicians and their portfolios in this article from MDLinx.

    Read more
  • Go ahead, spend your stimulus money. That’s what it’s for

    But if you need to hang on to the cash, there’s no shame in doing that, says Jill Fopiano, CEO of O’Brien Wealth Partners, in this article by Andy Rosen for The Boston Globe.

    Read more
Want to Talk? 617-547-6717