Prudential building and Boston skyline

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

Zakim Bridge in Boston

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 we do

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

  • 5 Tips for Retirees Without Multiple Retirement Accounts

    Different retirement accounts come with different rules and different tax treatment. In this GOBankingRates article by G. Brian Davis, Jill Fopiano, CEO and president of O’Brien Wealth Partners, and others discuss how different account types can provide you more flexibility before and in retirement.

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  • Quarterly Client Letter – Q2 2024

    The second quarter of 2024 marked the third quarter in a row – and six of the last seven – of positive returns for investors. As long-term investors, we believe that maximizing time in the market is essential to helping individuals successfully achieve their financial goals. To that end, we must be comfortable with the volatility of performance – particularly in challenging markets.

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O'Brien Wealth Partners
Want to Talk? 617-547-6717