O'Brien Capital Management, Inc.

O’Brien Capital Management provides discretionary portfolio management and comprehensive financial planning to a mix of individual investors, high‑net‑worth households, trusts and institutional clients such as pension plans, charities and corporations. The firm operates on a fee‑only basis and does not receive commissions for securities transactions.

The firm emphasizes a long‑term, buy‑and‑hold approach informed by fundamental analysis and elements of modern portfolio theory, constructing individualized asset allocations and conducting regular reviews and rebalancing. Portfolios may include individual equities and fixed‑income securities as well as exchange‑traded funds and notes, and the adviser works directly with clients to align investments with goals, risk tolerance and liquidity needs.

Noteworthy for a single‑advisor practice, the firm manages a multi‑tens‑of‑millions asset base across a relatively small client roster while maintaining more than one office location, and the principal serves as the firm’s designated compliance officer and sole operational contact. The firm also offers flexible planning engagement options (including hourly and project‑based arrangements), may waive account minimums in certain circumstances, and participates in an institutional custodian program that provides certain intermediary services.