Insights

Niche Client Focus O'Brien Associates specializes in providing unbiased, fee-only financial planning services primarily to individuals and small businesses, with a particular emphasis on empowering women to improve their financial confidence. This targeted focus creates opportunities for tailored financial tools and educational resources.

Independent Fiduciary Model As a registered investment advisor that operates without commissions or product sales, the firm values transparency and objective advice. This presents opportunities to introduce financial technology solutions that enhance fiduciary compliance, client reporting, and data management.

Tech Adoption The company's use of cloud services like Google Cloud CDN and Microsoft 365 signifies openness to modern, scalable technology solutions. This trend indicates potential interest in fintech products designed for small advisory firms, including client portals, secure document sharing, and comprehensive financial planning software.

Growth Potential With annual revenues estimated between 1 million and 10 million dollars and a lean team, there is room to expand service offerings, improve operational efficiency, and adopt advanced analytics tools to better serve clients and differentiate from competitors.

Competitive Edge Positioned among large multinational firms with extensive resources, O'Brien Associates' emphasis on personalized, fiduciary advice offers an opportunity for premium, boutique financial services, leveraging CRM and client engagement platforms to deepen relationships and attract affluent clients.

Similar companies to O'Brien Associates

O'Brien Associates Tech Stack

O'Brien Associates uses 8 technology products and services including Google Cloud CDN, Webpack, Module Federation, and more. Explore O'Brien Associates's tech stack below.

  • Google Cloud CDN
    Content Delivery Network
  • Webpack
    Development
  • Module Federation
    Development
  • Microsoft 365
    Email
  • Google Cloud
    Infrastructure As A Service
  • PHP
    Programming Languages
  • Onsen UI
    Software Development
  • Apache
    Web Servers

Media & News

O'Brien Associates's Email Address Formats

O'Brien Associates uses at least 1 format(s):
O'Brien Associates Email FormatsExamplePercentage
First@obrienassociates.netJohn@obrienassociates.net
47%
First.Last@obrienassociates.netJohn.Doe@obrienassociates.net
3%
First@obrienassociates.netJohn@obrienassociates.net
47%
First.Last@obrienassociates.netJohn.Doe@obrienassociates.net
3%

Frequently Asked Questions

Where is O'Brien Associates's headquarters located?

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O'Brien Associates's main headquarters is located at 47 Shore Road North Brookfield, Massachusetts 01535 United States. The company has employees across 1 continents, including North America.

What is O'Brien Associates's official website and social media links?

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O'Brien Associates's official website is obrienassociates.net and has social profiles on LinkedIn.

What is O'Brien Associates's SIC code NAICS code?

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O'Brien Associates's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does O'Brien Associates have currently?

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As of December 2025, O'Brien Associates has approximately 1 employees across 1 continents, including North America. Key team members include President: A. O.President: N. O.Founder & Certified Financial Planner: A. B. O.. Explore O'Brien Associates's employee directory with LeadIQ.

What industry does O'Brien Associates belong to?

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O'Brien Associates operates in the Financial Services industry.

What technology does O'Brien Associates use?

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O'Brien Associates's tech stack includes Google Cloud CDNWebpackModule FederationMicrosoft 365Google CloudPHPOnsen UIApache.

What is O'Brien Associates's email format?

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O'Brien Associates's email format typically follows the pattern of First@obrienassociates.net. Find more O'Brien Associates email formats with LeadIQ.

O'Brien Associates

Financial ServicesMassachusetts, United States0-1 Employees

O’Brien Associates is an independent, fee-only financial planning practice, providing advice and expertise to individuals and small businesses. Although we work with individuals and couples of all ages, we particularly enjoy working with women to help them to address their financial issues and needs and to gain greater confidence in their own ability to understand and manage their finances. We seek out clients who are enjoyable to work with and who embrace the same values that we espouse. We listen carefully to the needs and goals of our clients and we strive to provide them with the appropriate services that they need. We take pride in helping our clients to realize how they can improve their financial situations and reach their goals. O’Brien Associates is a Registered Investment Advisor in the Commonwealth of Massachusetts. We are an independent firm, which means that our services and advice are objective and are not limited to any specific product or service offered by a broker dealer, mutual fund company or insurance company. We sell no products and receive no commissions. We act as a fiduciary for our clients, always putting their interests ahead of our own. Initial consultations are always free of charge.

Section iconCompany Overview

Headquarters
47 Shore Road North Brookfield, Massachusetts 01535 United States
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    O'Brien Associates's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    O'Brien Associates's revenue is estimated to be in the range of $1M$10M

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