Business Details
40 Years
experience
Your Partner for Comprehensive Financial Planning
O'Brien Wealth Partners is an independent, fee-only financial advisory firm dedicated to providing comprehensive wealth management solutions. Founded in 1986, we operate as fiduciaries committed to putting clients' interests first, combining decades of experience with academic rigor and real-world expertise. Our team of certified professionals holds advanced credentials including 8 CFPs, 3 CFAs, and 6 Masters Degrees, enabling us to deliver sophisticated investment strategies and personalized financial planning.We specialize in integrating investment management, retirement roadmaps, sustainable investing, and multi-generational family planning while maintaining a boutique firm's personal touch. As a women-owned company, we emphasize diversity and inclusion, offering tailored solutions for individuals, families, and non-profits through our SEC-registered advisory framework.
Services
Investment Management
Financial Planning
Advisor Integration
Sustainable Investing
Investing for Non-Profits
Retirement Roadmap
Family Financial Planning
Details
- Year established: 1986
Highlights and features
- We operate as fiduciaries legally bound to prioritize client interests
- Our team holds 8 CFPs, 3 CFAs, and 6 Masters Degrees in finance-related fields
- We've provided integrated wealth solutions since 1986 as an independent firm
- Specialized expertise in sustainable investing and multi-generational planning
- Women-owned firm emphasizing diversity and inclusion in financial services
Associations and certifications
- SEC-Registered Investment Advisor
Services
Investment Management
We create customized investment strategies tailored to individual goals using diversified portfolios of mutual funds and ETFs. Our approach emphasizes tax efficiency, cost management, and continuous market analysis. Clients benefit from our team's extensive research capabilities and commitment to long-term financial growth.
Financial Planning
Our comprehensive planning integrates cash flow, retirement, insurance, estate planning, and tax strategies. We develop personalized roadmaps considering clients' lifestyle choices, family needs, and long-term aspirations. The plans remain dynamic to adapt to changing life circumstances.
Sustainable Investing
We offer portfolios incorporating environmental, social, and governance factors that align with clients' values. Our approach combines positive company screening with financial rigor to create sustainable investment solutions that maintain competitive returns.
Advisor Integration
We coordinate with clients' existing professionals including attorneys, accountants, and insurance providers. This ensures all financial aspects work together seamlessly, creating a comprehensive approach to wealth management and estate planning.
Investing for Non-Profits
We provide specialized investment solutions for non-profits, including customized investment policies and fiduciary support. Our services help organizations meet spending requirements while maintaining long-term sustainability through strategic asset management.
People
Jill O'Brien
CEO
As CEO, Jill leads the firm's strategic vision while maintaining active client relationships. With decades of experience in financial services, she combines industry expertise with a commitment to personalized client care and team development.
Tim Pilczak
Senior Advisor
A CFP and Enrolled Agent, Tim specializes in complex tax and financial planning situations. He brings technical expertise and personalized service to clients navigating retirement transitions and multi-generational wealth transfer.
Lauren Higgins
Senior Advisor
As a CFP and CIMA professional, Lauren focuses on comprehensive financial planning and investment management. She works closely with clients to develop strategies that align with their life goals and values.
Austin Litvak
Director of Investment Research
Holding multiple certifications including CFA and CFP, Austin leads investment research and portfolio management. His expertise ensures clients receive well-researched, evidence-based investment solutions.
Leah McCormack
Associate Advisor
A CFP and RICP professional, Leah specializes in retirement income planning and works with clients across generations to build sustainable financial futures through comprehensive planning.
Questions
What services does O'Brien Wealth Partners offer?
We provide investment management, financial planning, advisor integration, sustainable investing options, and specialized services for non-profits and multi-generational families.
What makes O'Brien Wealth Partners different from other advisors?
As fiduciaries since 1986, we combine institutional expertise with personalized service, maintaining a multi-generational team of certified professionals focused on long-term client relationships.
How does the firm approach sustainable investing?
We offer ESG-focused portfolios that incorporate environmental, social, and governance factors while maintaining financial rigor, helping clients align investments with personal values.
Do you work with specific client types?
We serve individuals, families, and non-profits with specialized programs for women investors, retirement planning, and intergenerational wealth transfer.
How are investment decisions made for clients?
We create customized strategies using mutual funds and ETFs, focusing on diversification, tax efficiency, and long-term goals while continuously monitoring market developments.
