O'Brien Wealth Partners LLC Employee Directory

Investment ManagementMassachusetts, United States2-10 Employees

O’Brien Wealth Partners LLC is an investment advisory firm based in Waltham, Massachusetts, focusing on wealth management for individuals, couples, families, and non-profits. Established in 1986, the firm delivers a range of services that combine investment management with comprehensive financial planning, including retirement, estate, tax, and risk considerations, tailored to align with clients’ personal and financial goals. As a fiduciary and fee-only advisor, it emphasizes client interests and offers institutional-quality investment strategies, ESG portfolios, and specialization in non-profit investing, alongside guidance for complex life events such as divorce or business succession. The firm positions itself as a boutique operation with the resources of a larger organization, highlighted by a multi-generational team of advisors who prioritize clear communication and integrated, customized solutions. It is a women-owned company that seeks to support clients in building a sustainable, well-balanced approach to money and financial wellbeing.

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