O'Brien & Partners is a financial advisory firm that specializes in providing investment management and financial planning services to individuals, families, and businesses. The company was founded in 1983 by John O'Brien, who had a vision of creating a firm that would provide unbiased advice and personalized service to clients.
O'Brien & Partners offers a range of services to help clients achieve their financial goals:
There are several reasons why you might choose O'Brien & Partners as your financial advisor:
O'Brien & Partners believes in taking a long-term approach to investing. They focus on building diversified portfolios that can weather market volatility while achieving solid returns over time. Their investment philosophy is based on three key principles:
O'Brien & Partners has a team of experienced financial advisors who are dedicated to providing personalized service to each client. Their team includes:
An RIA, or registered investment advisor, is a financial professional or firm that is registered with the Securities and Exchange Commission (SEC) or state securities regulators. RIAs have a fiduciary responsibility to act in their clients' best interests at all times.
You can contact O'Brien & Partners directly through their website or by phone to schedule an initial consultation. During this meeting, you'll discuss your financial goals and needs with one of their advisors.
O'Brien & Partners works with individuals, families, and businesses of all sizes. Their services are customized to meet the unique needs of each client.
O'Brien & Partners is a financial advisory firm that offers a range of services to help clients achieve their financial goals. With over 35 years of experience in the industry, they have the knowledge and expertise to provide personalized solutions that meet each client's unique needs. Their investment philosophy is based on principles of asset allocation, cost control, and tax efficiency, and they have a team of experienced advisors who are dedicated to providing exceptional service to each client.
If you're looking for a financial advisor who will act in your best interests at all times, consider O'Brien & Partners.
© 2022 OSP, LLC. Legal Information O’Brien-Staley Partners (OSP) operates across four discrete financial business strategies: alternative asset management; market-rate impact investing; nationwide loan servicing; and deposit management. Founded by Jerry O’Brien and Warren Staley in 2010, OSP is imbued with the core credit and fundamental investing discipline, risk management and governance DNA that have long been recognized as hallmarks of their personal and professional brands. © 2022 OSP, LLC. Legal Information We look forward to assisting you today. Please let us know more for a personalized experience. POTENTIAL EMPLOYEE BANKER, REGULATOR
A wealth management firm that puts you first. ✓Since 1986 ✓independent ✓fee-only fiduciary ✓no conflicts of interest ✓woman-owned ✓FT top-300 advisor. We believe that money is more than just a number. What’s your wealth of life?Market cycles? We've seen them allWhen you love what you do, you do it betterOur team's credentials include: Serious know-how. Applied to real life. We combine decades of comprehensive financial planning experience with academic rigor and real-world smarts. That gives us a perspective on wealth management to put our clients on the right paths to success. The result is powerful: knowledge that your investment and financial plan are deeply integrated, and absolute confidence in your ability to navigate whatever comes up in life. There is no one-size fits-all-approach or solution to understanding your situation and developing a plan of action to get you to where you want to be. We believe in digging deeply into what makes you, you, and relating to all the challenges — financial and otherwise — that you’ll face along the way. You have specific planning and investment needs and we have a team of specialists who understands your situation, can talk through the issues, and will work with you to provide guidance, support, and direction as your life and goals evolve. Are you interested in learning more? Let us share with you how we can work together. How far will home equity loan rates drop after a Fed rate cut? The current high-interest-rate environment has been tough on borrowers, who are facing higher rates on just about every type of credit product. In this CBSNews article by Jessica Walrack, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others give input on what a Fed rate cut could mean for home equity rates.
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Lisa O'Brien joined Ara in 2021, and serves as General Counsel, Europe. Lisa O’Brien joined Ara in 2021, and serves as General Counsel, Europe. Lisa previously served as General Counsel for Aksiom Group and has over twenty years of experience in finance and corporate law. Prior to joining Aksiom, Lisa was a partner in the New York office of Freshfields Bruckhaus Deringer, where she was a member of the Partnership Council and a Co-Head of the US Energy and Infrastructure practice. Her transaction expertise includes private equity, energy and infrastructure, project finance and corporate finance and securities in both the US and Europe. Lisa earned her JD from Georgetown University Law Center, was a Fulbright Scholar at the University of Geneva and received her undergraduate degree from Smith College. Connect with one of our industry experts. © 2024 Ara Partners. All Rights Reserved.