O'Brien Wealth Partners

EST. AUM
$1,109,353,637

CONTACTS
2

CLIENT ACCOUNTS
1,999

Firm Details

Metro area Boston
CRD Number 105336
Website obrienwp.com
Client types

Overview

O’Brien Wealth Partners goes beyond traditional wealth management to nurture the kind of financial wellbeing that promotes a more fulfilling life. They apply their blend of academic rigor, real-world smarts, and decades of expertise in managing wealth to take financial plans and investment strategies further. It is about working with clients to discover what truly matters to them, and ensuring they have the perfect personal and financial roadmap to enjoy more of that every day. Founded in 1986, O’Brien Wealth Partners is a fee-only, SEC-registered investment advisory firm. They work diligently to preserve and grow wealth for individuals, couples, families, and non-profits across the country. As a fiduciary, they advocate for their clients and are legally and morally bound to put clients' interests first. Their specialties in investment management include tailored institutional-quality investment strategies, Sustainable (ESG) Portfolios, and investing for non-profits. They also offer a full array of financial planning services.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

O'Brien Wealth Partners

Platform Details

Investment Preferences

Alternative Activity

Address

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