A complete list of active advisors currently associated with O'Brien Asset Management

Warmer can help you find a great advisor at O'Brien Asset Management or one who fits your needs even better.

The firm provides comprehensive financial planning and investment management to individuals and families, including high-net-worth clients. Services include retirement planning, insurance needs analysis, estate planning, investment recommendations, ongoing portfolio monitoring, and annual reviews. Its investment approach emphasizes long-term, diversified portfolios using no-load mutual funds and exchange-traded funds, low-turnover funds to limit tax consequences, and an individualized Investment Policy Statement that guides asset allocation and rebalancing. The firm does not rely on market timing and discusses any recommended portfolio changes with clients before implementation. What is distinctive is that a large majority of assets are managed on a non-discretionary basis—clients pre-approve portfolio changes (approximately 80% non-discretionary versus 20% discretionary)—and the firm has begun to incorporate third-party managers that may exercise discretion for some accounts. The firm also leverages a custodial model marketplace and automated platform tools (including automatic rebalancing and ongoing tax-loss harvesting) to implement and monitor strategies while leaving proxy voting to clients.

To learn more about the advisors currently working at O'Brien Asset Management, 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.