O'Brien Capital Management, Inc. is a reputable financial advisor firm that has been in business for over 15 years. They have a team of highly experienced advisors who have collectively managed over $500 million in assets. The firm offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. They cater to individuals, families, and businesses and work closely with their clients to understand their unique financial goals and develop personalized strategies to help them achieve their objectives.
One of the key factors that sets O'Brien Capital Management, Inc. apart is their fee-only structure, ensuring transparency in their fees and compensation. This also means that their advisors act in their clients' best interests at all times. The firm's founder, John O'Brien, has over 25 years of experience in the industry and brings a wealth of knowledge and expertise to the firm. O'Brien Capital Management, Inc. is a registered investment advisor and holds a clean record with no disciplinary actions or regulatory sanctions. Their advisors also undergo continuous training to stay updated on industry trends and maintain their professional credentials.
The key takeaway of O'Brien Capital Management is their personalized approach to financial planning. With a deep understanding of the market and years of experience, the firm provides tailored solutions for each client's unique financial situation. Their services include investment management, retirement planning, estate planning, tax planning, and more. With over $500 million in assets under management, O'Brien Capital Management caters to high-net-worth individuals, small businesses, and corporations. Their fees and compensation structure are based on a percentage of assets under management, and they offer a combination of fee-based and commission-based services. The firm is led by founder John O'Brien and a team of experienced advisors who prioritize their clients' best interests above their own. Overall, O'Brien Capital Management is a reputable financial advisory firm that provides expert financial guidance and services to help clients reach their financial goals.