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

  • How much do you need to save for retirement?

    Most people have dreams of a relaxing retirement. Maybe it’s one spent golfing with friends, traveling the world or just living comfortably without having to work or tend to other unwanted tasks. But how much does it cost to achieve those goals? In this CBS MoneyWatch article by Aly Yale, Jill Fopiano, President and CEO of O’Brien Wealth Partners, and other experts share some basic information you should know.

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  • Inflation’s at a 40-year-high, and the future is uncertain

    Seemingly unending inflation is rippling through the American economy and hurting households already struggling with the sky-high costs of groceries, gas, and other essentials. In this Boston Globe article by Diti Kohli, Austin Litvak, Director of Investment Research at O’Brien Wealth Partners, and other experts explain what’s going on and discuss where we go from here. 

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O'Brien Wealth Partners
Want to Talk? 617-547-6717