OBrien Wealth Partners LLC

O’Brien Wealth Partners LLC is a fee-only, SEC-registered investment advisory firm based in Waltham, Massachusetts. Founded in 1986, the company employs 23 people and generates over $10,000 in revenue. O’Brien Wealth Partners specializes in tailored institutional-quality investment strategies, Sustainable (ESG) Portfolios, and investing for non-profits. They also offer a full suite of financial planning services, encompassing retirement, divorce, family loss, insurance, benefits, business sale and succession, advisor integration, and consultation on tax and estate planning. The firm differentiates itself by offering the resources and expertise of a larger firm while maintaining the personalized attention of a boutique firm. Their team consists of approachable experts dedicated to creating wealth and providing a best-in-class client experience. O’Brien Wealth Partners emphasizes customized, comprehensive solutions that adapt to the evolving needs of their clients. Clients can explore their opportunities by visiting the company's website, obrienwp.com, or calling (617) 547-6717. Important disclosures can be found at www.obrienwp.com/legal/.