How does the advisor help clients – Key Takeaways:
O’Brien Associates offers comprehensive financial services to help clients meet their financial goals and secure their financial future. They have a team of experienced and knowledgeable advisors who provide personalized financial advice and tailored strategies to each client. Their approach is focused on creating long-term relationships with their clients, providing them with peace of mind and financial security.
Key Takeaways:
- Offers comprehensive financial services
- Team of experienced and knowledgeable advisors
- Provides personalized financial advice and tailored strategies
- Focuses on long-term relationships with clients
- Provides peace of mind and financial security
Facts and Insights
O’Brien Associates has a long history of helping clients achieve their financial goals. The firm was founded in 1995 and has been in business for over 25 years. They have a strong track record of success and have built a reputation for trust, reliability, and exceptional service.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 25 years |
Financial Services Offered
O’Brien Associates offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning and management
- Insurance planning and management
- Educational planning
- Wealth transfer
Client Types
O’Brien Associates works with a variety of clients, including individuals, families, and businesses. They are committed to helping clients at all stages of their financial journey, from young professionals just starting out to retirees looking to preserve their wealth.
Fees & Compensation
O’Brien Associates is a fee-based advisory firm, which means they charge a fee for their services and do not earn commissions from selling financial products. Their fees are based on a percentage of the assets they manage for clients, ensuring that their interests are aligned with their clients’ goals.
Background
O’Brien Associates was founded by financial expert John O’Brien in 1995. He has over 30 years of experience in the financial industry and is a Certified Financial Planner (CFP). The firm has a team of dedicated and knowledgeable advisors who are committed to providing exceptional service and personalized financial strategies for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, O’Brien Associates is regulated by the Securities and Exchange Commission (SEC). They are held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They have no disciplinary actions or disclosures on their record.