Prudential building and Boston skyline

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

Patrick Murray of O'Brien Wealth Partners

Market cycles? We've seen them all

Zakim Bridge in Boston

When you love what you do, you do it better

Patrick Murray and Qing Yang - Associate Advisors

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.

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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

  • Currents Winter 2022

    In this issue of Currents, we discuss tax loss harvesting, ESG performance, rising interest rates, and more news from your O’Brien team!

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  • Here’s How to Maximize Your Wealth Over the Next Decade

    Investors accustomed to blockbuster returns faced a reckoning this year, as the great bull market ended with high inflation, soaring interest rates, and fears of a recession. In this Barron’s article by Elizabeth O’Brien, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others share strategies that could help you over the next decade.

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O'Brien Wealth Partners
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