Your financial situation is unique. Our approach allows you to receive services tailored to your needs.

Financial Planning Services

Annual fixed price for comprehensive planning and financial consulting
OR
Hourly, on demand for less complex needs

Investment Advisory Services

Dedicated investment management
Fiduciary standard of care
Transparent fee-only approach
We do not take custody nor have discretion of your assets
No proprietary products
Access to institutional asset management

OR,

Combine these services to receive

Comprehensive support and consulting
Your private “Chief Financial Officer”
Customized approach, flexible fee structure

Learn more about our approach to Fee-Only Financial Planning

MD Preferred Financial Advisors

O’Brien Financial Planning, Inc., A Registered Investment Adviser / 804.419.6002 / info@OBrienFP.com

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. 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. Securities and Investment Advisory Services offered through O’Brien Financial Planning, a Registered Investment Adviser.

Website design: Mark Preston Gallery Art

Welcome to O'Brien Financial Planning

Your financial situation is unique. Our approach allows you to receive services tailored to your needs.

Financial Planning Services

Investment Advisory Services

OR,

Combine these services to receive