O'BRIEN CAPITAL MANAGEMENT, INC.

Overview

O'Brien Capital Management, Inc. is an independent registered investment adviser focused on individuals and families, with an emphasis on financial planning and discretionary portfolio management for individuals and small businesses. The firm, established as a corporation and SEC-registered in 2021, operates under individual ownership and uses a mix of fee models—percentage of assets under management, hourly charges, and fixed fees—depending on client needs. The practice is not positioned as a multi-state adviser or pension consultant, and it does not market itself as an active ESG investor or a capital allocator. Investment activity centers on liquid public funds and mutual funds as the primary building blocks of client portfolios, while the firm also supplements portfolios with third-party alternative managers when appropriate. Services are geared toward personalized wealth management rather than institutional or large-scale platform allocation.

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Location & Offices