O'Brien Wealth Partners LLC Employee Directory

Q: What is O'Brien Wealth Partners LLC known for?

O'Brien Wealth Partners LLC was founded in 1986. O'Brien Wealth Partners LLC operates in the Investment Management industry.

Q: How many employees does O'Brien Wealth Partners LLC have currently?

O'Brien Wealth Partners LLC has approximately 6 employees.

Investment ManagementUnited States2-10 Employees

At O’Brien Wealth Partners we go beyond traditional wealth management to nurture the kind of financial wellbeing that promotes a more fulfilling life. We apply our blend of academic rigor, real-world smarts and decades of expertise in managing wealth to take your financial plan and investment strategy further. It’s about working together to discover what truly matters to you, and ensuring you’ve got the perfect personal and financial roadmap to enjoy more of that every day.

Founded in 1986, O’Brien Wealth Partners is a fee-only, SEC-registered investment advisory firm. We work diligently to preserve and grow wealth for individuals, couples, families and non-profits across the country. As your fiduciary, we advocate for you and are legally and morally bound to put your interests first. Our specialties in investment management include tailored institutional-quality investment strategies, Sustainable (ESG) Portfolios, and investing for non-profits. We also offer a full array of financial planning services - including retirement, divorce, family loss, insurance, benefits, business sale and succession, advisor integration, and consultation on tax and estate planning. As a women-owned firm we have a particular expertise in helping women and couples have successful relationships with money.

The O’Brien Advantage

• The reach and resources of a larger firm, but with our boutique firm’s personal touch for a best-in-class client experience.
• A multi-generational team of advisors who are approachable experts, plain-speaking and dedicated to creating your wealth of life.
• We closely integrate our services to provide customized, comprehensive solutions that grow and evolve as you do.
• We are committed to diversity and inclusion and are proud to be a women-owned company.

Located in Waltham, MA

Care to explore your opportunities? Follow us here or give us a call at (617) 547-6717.

Please view important disclosures here: https://www.obrienwp.com/legal/

Find O'Brien Wealth Partners LLC employees' phone numbers or email addresses

O'Brien Wealth Partners LLC Global Highlights

North America
22

United States Of America
22

O'Brien Wealth Partners LLC's Leadership

C. K.
Chief Operating Officer
Mobile Phone
Email
E. Z.
Vice President Client Relations
Mobile Phone
Email
M. O.
Founder
Mobile Phone
Email
C. K.
Senior Vice President, Principal
Mobile Phone
Email
K. E. M.
Principal; Director Of Operations
Mobile Phone
Email
L. Z.
Principal
Mobile Phone
Email
P. M.
Senior Associate Advisor
Mobile Phone
Email
P. M.
Senior Associate Advisor
Mobile Phone
Email

Contact profiles from O'Brien Wealth Partners LLC

Name

Title

Contact Info

Location

Last Update

C. L.
Client Solutions
Mobile Phone
Email
United StatesMassachusetts
Jun 04, 2025
A. K.
Associate Financial Advisor
Mobile Phone
Email
Oct 18, 2024
L. M.
Associate Advisor
Mobile Phone
Email
Oct 21, 2024
P. R.
Client Solutions Specialist Co-Op
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is O'Brien Wealth Partners LLC known for?

O'Brien Wealth Partners LLC was founded in 1986 operates in the Investment Management industry. The company's main headquarters is located in 51 Sawyer Rd, Suite 600 Waltham, Massachusetts 02453, US; you can contact the main corporate office by phone at

+1-617-547-****

. Explore O'Brien Wealth Partners LLC's company overview page for more information.

What is O'Brien Wealth Partners LLC's most common email format?

O'Brien Wealth Partners LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more O'Brien Wealth Partners LLC email formats with LeadIQ.

How many employees does O'Brien Wealth Partners LLC have currently?

O'Brien Wealth Partners LLC has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are O'Brien Wealth Partners LLC's key employees and leadership?

As of December 2025, O'Brien Wealth Partners LLC's key employees include:

Chief Operating Officer: C. K.
Vice President Client Relations: E. Z.
Founder: M. O.
Senior Vice President, Principal: C. K.
Principal; Director Of Operations: K. E. M.

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