Additional information about O'Brien Financial Planning, Inc. is available on the Internet here. You can search this site by a unique identifying number, known as a CRD number. The CRD number for O'Brien Financial Planning, Inc. is 147401.

O’Brien Financial Planning, Inc. is a Virginia Registered Investment Advisory firm.  We do not render or offer to render personalized investment advice or financial planning advice through this medium.  This medium is limited to providing you with general information on our services and provides a way for you to contact us. 

1. Advice can only be rendered after all of the following conditions are met:
   

1. 1.Delivery of our Firm Brochure (ADV Part 2A) to you.
   

2. 2.Execution of an Investment Advisory and/or Financial Planning Engagement Letter between us.
   

Other Disclosures: The information in this web site is based on data gathered from sources which we believe to be reliable.  It is not guaranteed as to accuracy, does not purport to be complete and is not intended as the primary basis for investment decisions.  Additionally, it should not be construed as advice meeting the particular investment needs of any investor.  Any and all references made to investment or portfolio performance are based on historical data; one should not assume that this performance will continue in the future.

The aforementioned material is a product or service listing and is not intended to be an offer for the sale of securities products. Securities are subject to investment risk and values will fluctuate. Securities and Investment Advisory Services offered through O’Brien Financial Planning, a Registered Investment Adviser.

O’Brien Financial Planning does not offer tax planning or legal advice. Please consult with your attorney or accountant before finalizing or implementing any tax planning or legal strategy.

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