Financial Planning should be affordable to all and clients deserve an unbiased advisor who can prepare a plan without trying to sell a product.

O'Brien Wealth Management is a client based financial planning firm. We provide detailed financial plans for a fee. After the plan is delivered the client has the option of implementing the plan with us or on their own. Patti holds the FINRA Series 7, 24 and 63 license as well as the Life, Health and Variable Annuity Insurance License. She obtained her Certified Financial Planner's certification in 1998 and also holds a certification in Long Term Care Insurance. Patricia S. O'Brien, CFP is a ...

O'Brien Wealth Management is a client based financial planning firm. We provide detailed financial plans for a fee. After the plan is delivered the client has the option of implementing the plan with us or on their own. Patti holds the FINRA Series 7, 24 and 63 license as well as the Life, Health and Variable Annuity Insurance License. She obtained her Certified Financial Planner's certification in 1998 and also holds a certification in Long Term Care Insurance. Patricia S. O'Brien, CFP is a Investment Advisory Representative of Lincoln Financial Securities Corp., member SIPC. Securities and advisory services offered through Lincoln Financial Securities Corp., a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.