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
Our team's credentials include:
6 Masters Degrees
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.
This year, stocks, bonds, and even crypto have been falling at the same time. In this Boston Globe article, columnist Larry Edelman spoke with three market experts, including O’Brien Wealth Partners’ Director of Investment Research, Austin Litvak, to see if this time is different enough to warrant a strategy shift.Read more
The past several months have seen a volatile pullback in most asset markets, largely driven by the Federal Reserve (Fed) tightening cycle and the war in Ukraine. The war in Ukraine has been a humanitarian catastrophe, and we continue to wish for the safety and peace for everyone that has been impacted. But probably the biggest contributor to market volatility has been the ambiguity around the outlook for the Fed.Read more