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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Team
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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

  • 12 Best Investments for Any Age or Income

    Your investment options go far beyond just stocks. In this NerdWallet article by Chris Davis and Dayana Yochim, Austin Litvak, Director of Investment Research at O’Brien Wealth Partners, and other experts share the what, why, when and how of choosing the best investments for you.

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  • Quarterly Client Letter – Q2 2022

    Following a phenomenal three-year run through the end of 2021, the performance of global markets has frustrated investors here in 2022. Many of the dynamics that have unfolded – such as stocks (and even bonds) retrenching ahead of a sharp shift in Federal Reserve (Fed) policy towards tightening – are not unprecedented. The magnitude, speed, and simultaneity, of those retrenchments, however, are much rarer.

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