We believe that money is more than just a number. What’s your wealth of life?

Patrick Murray of O'Brien Wealth Partners

Market cycles? We've seen them all

When you love what you do, you do it better

Patrick Murray and Qing Yang - Associate Advisors

Our team's credentials include:
8 CFPs
3 CFAs
6 Masters Degrees

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.

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What's your story?

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.

News & Insights

How to Retire at 65 With $2 Million

For many savers, having $2 million stashed for retirement would make them feel light years ahead of where most Americans stand with their long-term savings. But if you don’t manage that $2 million correctly, you risk running out of cash during your golden years. In this U.S. News article by Brian O’Connell, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others share strategies to optimize your retirement savings.
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Currents Summer 2023

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