O'Brien Wealth Partners LLC

O'Brien Wealth Partners LLC, a Massachusetts-based Limited Liability Company, has been serving 4 clients since 1987. Their team of 10 professionals includes 6 employees dedicated to advisory roles. The SEC has approved their status, ensuring reliable financial analysis and guidance for their clients.

• CYNTHIA A KUPPENS

  CFP, PRINCIPAL, DIRECTOR OF CLIENT SOLUTIONS owns more than 5% but less than 10%

• ELISABETH MELTZER ZIMMERMAN

  CFP, PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING owns more than 5% but less than 10%

• JILL ANN FOPIANO

  CFA, CFP, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER owns more than 50% but less than 75%

• PETER H. BERENSON, TTEE, MARIN O'BRIEN BELHOUSSEIN GST TRUST

  MEMBER owns more than 10% but less than 25%

• PETER H. BERENSON, TTEE, STEPHANIE O'BRIEN GST TRUST

  MEMBER owns more than 10% but less than 25%

• RICHARD ARTHUR DAVIES

  CFP, CHIEF COMPLIANCE OFFICER owns less than 5%

• PETER HUGH BERENSON

  TRUSTEE

• PETER HUGH BERENSON

  TRUSTEE

• Windham Capital Management LLC
• Martingale Asset Management LP
• Merganser Capital Management LLC
• Massachusetts Financial Services Company
• THL Managers VI LLC
• Sverica Capital Management LP
• Delphi Management Inc
• John Hancock Advisers LLC
• Aristotle Capital Boston LLC
• Partners Capital Investment Group LLP

• A Look at O'Brien Wealth Partners LLC Q3 2022 vs. Q4 2022 13F Holdings

• ISHARES TR MIN VOL EAFE ETF $44,417k
• VANGUARD INDEX FDS TOTAL STK MKT $31,260k
• ISHARES RUS $16,083k
• ISHARES TR RUS 1000 GRW ETF $13,514k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $3,630k
• ISHARES TR $3,404k
• ISHARES $2,669k
• VANGUARD INDEX FDS SM CP VAL ETF $2,636k
• MCDONALDS CORP $2,243k
• NORFOLK SOUTHERN $1,890k