Financial Planning for Individials

Independence. Many financial firms steer their clients into buying only the products they make. Is that in your best interest?

With access to a very wide range of investment, insurance and professional resources, O’Brien Financial Planning offers you a source of independent advice and guidance today and through the years ahead. It shouldn’t be surprising that doing what is in your best interest is in our best interest, too. Let our independent spirit help you achieve the independence you desire.

Alignment. To provide you with a lifetime of service, support and advice, we align our interests with yours. For most accounts, this means we are compensated only through a fee on the assets we manage. Our clients like this approach because we share in achieving their goals. We like this because it allows us to maintain close, long-term relationships with a small client base.

Focus. Do your investments focus on what makes your financial picture unique? Professionally, privately managed portfolios were once available only to the very wealthy, but through O’Brien Financial Planning, can be available for you. We believe that the focus, flexibility and control of a privately managed portfolio help you achieve your goals, and feel comfortable on the way to meeting them.