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

  • Time to Consider High-Quality Bonds

    After a year and a half of rapid tightening by the Federal Reserve (Fed), U.S. inflation has cooled to a pace that is roughly in line with their target. This cooldown allowed the Fed to announce at their January meeting that they no longer anticipate needing to raise interest rates further and could begin to cut rates in 2024. Now might be the time to consider high-quality bonds.

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  • Quarterly Client Letter – Q4 2023

    The holiday season proved to be a cheerful time to be an investor. Persistently softer inflation, coupled with a shift in stance by the Federal Reserve (Fed) to an easing bias for 2024, led to a sharp rally in both stocks and bonds during the final two months of the year.

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