How does the advisor help clients – Key Takeaways:
O’BRIEN-STALEY PARTNERS is a leading financial advisory firm that helps clients achieve their financial goals through expert guidance and personalized services. Here are some key takeaways on how the firm supports its clients:
- Offers a wide range of financial services to cater to diverse needs
- Focused on delivering quality advice and building long-term relationships
- Employs a team of experienced, knowledgeable, and dedicated advisors
- Transparent and upfront about fees and compensation
- Dedicated to staying up-to-date with the latest market trends and changes
Facts and Insights
O’BRIEN-STALEY PARTNERS has been serving clients for over 20 years, gaining invaluable experience and insight into the financial industry. The firm has a proven track record of helping clients achieve their financial goals, whether it’s planning for retirement, building wealth, or managing assets. Here are some key facts and insights about the firm:
- Assets under management: $500 million
- Number of advisors: 10
- Time in business: 20 years
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
O’BRIEN-STALEY PARTNERS offers a comprehensive range of financial services to help clients achieve their unique financial goals and objectives. These services include:
- Investment management and portfolio construction
- Retirement planning and analysis
- Estate planning and wealth transfer strategies
- Tax planning and preparation
- Education planning for college and beyond
- Insurance and risk management
- Business succession planning
Client Types
O’BRIEN-STALEY PARTNERS serves a diverse group of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners and professionals
- Trusts and estates
- Non-profit organizations
Fees & Compensation
O’BRIEN-STALEY PARTNERS believes in full transparency when it comes to fees and compensation. The firm follows a fee-only structure, meaning they are solely compensated by the fees paid by clients and do not receive commissions for any product sales. This ensures that their recommendations are always aligned with the best interests of their clients.
Background
O’BRIEN-STALEY PARTNERS was founded in 2000 by Jane O’Brien and John Staley, both of whom are experienced financial advisors with a strong passion for helping clients achieve financial success. With a team of 10 dedicated advisors, the firm has established a strong reputation in the industry for providing personalized and high-quality financial services.
Financial Advisor Disclosures to Know
As a reputable financial advisor, O’BRIEN-STALEY PARTNERS believes in full transparency and adheres to all compliance regulations. Here are some important disclosures to know about the firm:
- Registered with the Securities and Exchange Commission (SEC)
- Compliant with the fiduciary standard, always acting in the best interests of clients