O'Brien Wealth Partners

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O'Brien Wealth Partners — overview

About

O'Brien Wealth Partners was a Massachusetts-based wealth manager. It provided investment advisory services to its clients on a discretionary basis. Its services included investment strategy development, investment management, pension planning, portfolio accounting & reporting, financial planning, retirement planning, tax planning, education planning, and lifestyle planning. It advised individuals, families, businesses, non-profit organizations, pensions, and endowments. In Q3 2025, O'Brien Wealth Partners was acquired by Mercer Global Advisors, a Denver, Colorado-based wealth manager.

O'Brien Wealth Partners - known decision makers (6)

Position	Location	Asset Class
Founder	Waltham, US	GENGEN
Managing Director and Pricipal	Waltham, US	GEN
President & Chief Executive Officer	Waltham, US	GEN
Research Associate	Waltham, US	GEN
Senior Advisor	Waltham, US	GEN

Showing 5 of 6 known decision makers O'Brien Wealth Partners

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