Millstone Wealth Partners

Welcome to O'Brien Wealth Partners, a firm that goes beyond managing wealth to nurturing financial wellbeing as a path to a more fulfilling life. We believe in creating the perfect personal and financial roadmap for you, a wealth of life that captures what truly matters to you. Our mission is to preserve and grow our clients' wealth, promote financial wellness, and provide a best-in-class client experience. We are an independent, fee-only, SEC-registered advisory firm founded in 1986, advocating for our clients as fiduciaries and legally bound to put their interests first. We are a women-owned company committed to diversity and inclusion.

Our Team

Our diverse team of advisors, analysts, and client service specialists bring a unique combination of deep expertise and emotional intelligence to the table. We are proud of our collective credentials, including eight CFPs, three CFAs, and six Masters Degrees. Our multi-generational team is dedicated to meeting your needs today and into the future with a personal touch while offering the sophistication of a larger firm.

What Exactly We Do

At O'Brien Wealth Partners, we offer wealth management services that integrate investment and financial planning. We believe 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. Our team of specialists works with you to provide guidance, support, and direction as your life and goals evolve. We develop a deep understanding of your unique situation and deliver a customized plan that addresses your specific planning and investment needs.

Who We Help

We work with individuals, families, and businesses to create wealth management strategies that align with their goals and priorities. We specialize in working with women and families, providing the support and understanding necessary for navigating the complexities of wealth management.

Client Experience

At O'Brien Wealth Partners, we are committed to providing a best-in-class client experience. Our core values of engagement, respect, balance, sophistication, and continuous improvement drive every interaction with our clients. We commit to education and learning opportunities to elevate the quality and level of service we provide. We believe that calculated risks, celebrating successes, and continuous improvement are key to a successful partnership.

News & Updates, In The News, Currents Newsletter, Investment Insight Blog

We regularly publish articles, insights, and commentary on our website to keep our clients informed and engaged in the financial world. Our commentary covers a range of topics from women and the money taboo, market cycles, sustainable investing, and more. Our quarterly client letter and investment insight blog provide insights into the market and investment strategies.

In conclusion, O'Brien Wealth Partners is a unique wealth management firm that combines deep expertise, emotional intelligence, and a personal touch to create a best-in-class client experience. We believe in creating a wealth of life that captures what truly matters to you. Our team of specialists is dedicated to meeting your needs today and into the future and providing the support and guidance necessary for navigating the complexities of wealth management.