Business Details
40 Years
experience
Your Trusted Partner for Financial Planning Solutions
O'Brien Wealth Partners has dedicated itself to transforming financial planning into a deeply personalized experience since 1986. As an independent, fee-only firm registered with the Securities and Exchange Commission, we operate with a fiduciary commitment to prioritize clients' interests above all else. Our team of certified financial planners, chartered financial analysts, and specialists brings academic rigor and real-world expertise to every client relationship. We distinguish ourselves through a women-owned business model that emphasizes emotional intelligence alongside financial expertise, creating multi-generational advisory teams that resonate with diverse client needs.Our approach integrates investment management, tax strategy, estate planning, and sustainable investing to create comprehensive wealth roadmaps. Having navigated multiple market cycles, we combine institutional-quality research with boutique-level personal service to help clients achieve financial confidence and life fulfillment.
Services
Investment Management
Financial Planning
Sustainable Investing
Advisor Integration
Non-Profit Investing
Retirement Planning
Estate Planning
Tax Management
Portfolio Management
Wealth Roadmaps
Details
- Year established: 1986
Highlights and features
- We have over 35 years of experience in comprehensive wealth management.
- Our team includes 8 Certified Financial Planners and 3 Chartered Financial Analysts.
- We operate as SEC-registered investment advisers with fiduciary responsibility.
- Our multi-generational team understands diverse client life stages and needs.
- We integrate investment management with tax, estate, and retirement planning.
Associations and certifications
- Securities and Exchange Commission (SEC)
Services
Investment Management
We create customized investment strategies that integrate with clients' financial plans. Our approach combines mutual funds and ETFs with ongoing research to optimize asset allocation. By monitoring market developments and tax implications, we construct diversified portfolios designed to weather market volatility while aligning with individual risk profiles and long-term goals.
Financial Planning
Our comprehensive financial planning considers cash flow, retirement needs, insurance, estate planning, and tax strategies. Through in-depth discussions about clients' aspirations and personal circumstances, we develop tailored roadmaps that address both financial objectives and life goals while preparing for potential challenges like market downturns or unexpected expenses.
Sustainable Investing
We offer investment options that align with environmental, social, and governance values. Our sustainable investment strategies consider long-term performance potential of companies with positive sustainability practices. Working with clients and non-profit organizations, we develop portfolios that reflect personal values while maintaining rigorous financial standards and fiduciary responsibilities.
Advisor Integration
We coordinate with clients' existing professionals including attorneys and accountants to create an integrated financial strategy. This approach ensures estate plans, tax strategies, and investment approaches work together seamlessly. By acting as central coordinators, we help clients avoid gaps in their financial planning and maintain consistent decision-making across all wealth management areas.
Non-Profit Investment Services
We provide specialized investment management for non-profit organizations, focusing on fiduciary responsibilities and spending policies. Our services include developing tailored investment policies, coordinating with finance committees, and simplifying complex investment structures. Through regular performance reviews and strategy discussions, we help non-profits meet their financial objectives while supporting their organizational missions.
People
Jill O'Brien
CEO
Jill provides strategic leadership for O'Brien Wealth Partners, focusing on long-term client relationships and firm development. With extensive experience in financial services, she guides the firm's commitment to personalized wealth management while maintaining its distinctive culture and client-centered philosophy.
Matthew Kelley
CFP Support Advisor
Matthew supports clients with investment planning needs, bringing specialized knowledge as a Certified Financial Planner. He focuses on implementing strategies that align with long-term financial goals while collaborating with senior advisors to deliver comprehensive wealth solutions tailored to individual circumstances.
Audrey Keohane
CFP, NSSA Associate Advisor
Audrey assists clients with financial planning, combining CFP expertise with specialized knowledge in social security analysis. She works closely with clients to understand their financial needs, providing support in developing strategies that address retirement planning and wealth management objectives.
Leah McCormack
CFP, RICP Associate Advisor
Leah provides financial planning guidance with specialized expertise in retirement income planning. She helps clients develop strategies for sustainable income streams in retirement, addressing complex considerations while maintaining focus on long-term financial security and personal goals.
Austin Litvak
CFA, CFP, CAIA, CBE Director of Investment Research
Austin leads investment research efforts with multiple professional designations demonstrating deep expertise. He focuses on market analysis, portfolio construction, and investment strategy development while mentoring junior staff and ensuring research excellence informs client portfolio management.
Questions
What distinguishes O'Brien Wealth Partners from other financial advisors?
We combine decades of experience with a personalized, fiduciary approach. Our multi-generational team provides comprehensive planning that goes beyond investments to address tax, estate, retirement, and sustainability goals while maintaining institutional-quality research capabilities.
How does O'Brien Wealth Partners approach investment management?
We take a holistic view of clients' financial situations to create customized strategies using ETFs and mutual funds. Our approach focuses on diversified portfolios with ongoing adjustments based on market research while prioritizing tax efficiency and cost management.
What financial planning services do you offer?
We provide comprehensive planning covering cash flow analysis, retirement planning, insurance evaluation, estate planning, tax strategies, and education funding. Our approach integrates all aspects of financial life to develop cohesive wealth roadmaps tailored to individual circumstances.
Do you work with non-profit organizations?
Yes, we offer specialized investment services for non-profits including IPS development, portfolio management, and fiduciary support. Our services help non-profit boards meet investment policy requirements while simplifying complex financial structures and improving transparency.
What sustainable investing options do you offer?
We provide ESG-aligned portfolios that combine financial rigor with values-based considerations. Our approach considers environmental impact, social responsibility, and corporate governance factors while maintaining focus on long-term investment performance and risk management standards.
