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 is a single-advisor limited liability firm formed in early 2026 that offers discretionary and non-discretionary portfolio management and comprehensive financial planning intended for individuals and high‑net‑worth individuals, although it currently reports no assets under management or clients. The firm uses asset‑based (percentage‑of‑AUM) fees, a common billing approach for investment managers. The firm documents client objectives in an Investment Policy Statement and applies multiple methods of analysis — cyclical, fundamental, modern portfolio theory and technical analysis — to implement a wide range of strategies, including long‑ and short‑term trading, margin, short sales, options, and allocations to mutual funds, ETFs, real estate funds, hedge funds, private equity and venture capital. OSW also may select third‑party advisers to manage all or part of client assets through Altruist’s Model Marketplace, conducts due diligence on those managers, and retains ongoing review and discretionary authority over client accounts. Notable operational features that distinguish the firm include the principal’s licensure as an insurance agent (the brochure states the firm will not offer insurance products or advice through that activity) and the firm’s explicit use of Altruist for custody and model access, an arrangement that centralizes manager selection and execution in a single marketplace. The brochure also discloses that the firm receives no soft‑dollar benefits and does not aggregate trades across clients, and together with its zero reported AUM these operational choices may be relevant to prospective clients evaluating execution, manager selection, and operational readiness.
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 |
|---|---|---|
South Park, PA
| 25
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")