A complete list of active advisors currently associated with O'Brien Strategic Wealth

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

O’Brien Strategic Wealth provides investment advisory and financial planning services to individuals, including high‑net‑worth clients. The firm delivers tailored portfolio management and investment policy statements and typically charges asset‑based fees as a solo independent adviser. The firm’s investment process combines cyclical, fundamental, modern portfolio theory and technical analysis and uses model allocations alongside client‑specific recommendations and ongoing monitoring. OSW can delegate portions of portfolios to third‑party managers through Altruist’s Model Marketplace and requires clients to custody assets on that platform while documenting discretionary authority where applicable. Noteworthy features for a small independent adviser include an affiliated insurance license held by the principal (the brochure states insurance products will not be offered through the advisory business) and the firm’s recent formation with no assets or clients reported at filing. The brochure also highlights the firm’s use of a single required custodian, a broad menu of strategies and instruments (including options, margin, short sales and alternative funds), and the practice of paying selected third‑party managers from advisory fees, arrangements that differ from many peers.

To learn more about the advisors currently working at O'Brien Strategic Wealth, 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.

Name	Location	Years of experience
Ryan O'brien	South Park, PA	26

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