A complete list of active advisors currently associated with O'Brien and Associates, Inc.

Warmer can help you find a great advisor at O'Brien and Associates, Inc. or one who fits your needs even better.

O’Brien and Associates provides personalized, fee-only investment management to individuals, trusts, and charitable organizations, serving both high‑net‑worth and non‑high‑net‑worth clients. The firm delivers portfolio management and ongoing supervision tailored to each client’s financial goals, tax situation, and investment preferences. The adviser primarily recommends mutual funds and ETFs and uses a combination of fundamental and technical analysis, supplemented by historical quantitative data and a computerized portfolio model to inform asset selection. Services are delivered on a non‑discretionary basis, meaning clients are asked to approve trades, and accounts are reviewed at least quarterly with rebalancing when appropriate. Notably, the firm manages roughly $49.4 million under non‑discretionary authority, a practice that is uncommon among comparable supported advisers and results in clients retaining trade approval for most activity. The firm discloses a custodial relationship that provides institutional services and operational support, does not accept referral fees, typically does not vote proxies on client securities, and maintains written policies for trade errors, privacy, and client reporting.

To learn more about the advisors currently working at O'Brien and Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.