O'Brien Wealth Partners LLC
Legal Name: O'BRIEN WEALTH PARTNERS LLC
Full Contact Details
O'Brien Wealth Partners LLC
177 HUNTINGTON AVE., SUITE 2010, BOSTON, MA
[617] 547-6717
[617] 547-9516
Other Info
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.
Fee-Only Financial Advisors | Wealth Mgmt. | O'Brien WP
A wealth management firm that puts you first. ✓Since 1986 ✓independent ✓fee-only fiduciary ✓no conflicts of interest ✓woman-owned ✓FT top-300 advisor
Direct Owners
-
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%
Indirect Owners
-
PETER HUGH BERENSON
TRUSTEE
-
PETER HUGH BERENSON
TRUSTEE
Firms Located Nearby
- 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
Top 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