How does the advisor help clients – Key Takeaways:
O’Brien Wealth Partners LLC is a trusted financial advisory firm that provides expert guidance and personalized solutions to help clients achieve their financial goals and secure their future. With their deep understanding of the financial industry and years of experience, they are able to offer valuable insights and services to their clients.
Facts and Insights
O’Brien Wealth Partners LLC has been in the business of financial advising for over 15 years, and has built a strong reputation for their expertise and dedication to their clients. They have a team of highly qualified advisors who stay up-to-date with the latest market trends and regulations, and are able to provide their clients with sound financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | over 15 years |
Financial Services Offered
O’Brien Wealth Partners LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include retirement planning, investment management, tax planning, estate planning, and more. They work closely with their clients to understand their specific goals and objectives, and create customized financial plans to help them achieve success.
Client Types
O’Brien Wealth Partners LLC serves a diverse clientele, including high-net-worth individuals, families, small business owners, and more. They are committed to providing personalized solutions and exceptional service to each and every client, regardless of their financial status.
Fees & Compensation
O’Brien Wealth Partners LLC operates as a fee-only advisor, which means they do not receive any commissions or incentives for recommending certain financial products or services. They work on a fee structure that is transparent and in line with industry standards, ensuring that their clients receive unbiased advice that is in their best interest.
Background
O’Brien Wealth Partners LLC was founded by John O’Brien, a seasoned financial advisor with over 20 years of experience in the industry. He leads a team of dedicated advisors who share his commitment to helping clients achieve financial success. The firm is based in New York, but serves clients across the US.
Financial Advisor Disclosures to Know
As a registered investment advisor, O’Brien Wealth Partners LLC is held to the fiduciary standard, which means they are legally obligated to act in the best interest of their clients at all times. They have a clean record with no disciplinary actions or regulatory issues. They also provide full transparency on any potential conflicts of interest.