Financial Planning
from a different perspective...
yours
At O’Brien Capital Management, Inc. (OCM) comprehensive wealth management encompasses more than just your investments. The financial planning process we incorporate provides direction and meaning to your financial decisions.
Financial Planning
We provide exceptional value to the individual who desires a deeply personal approach.
Investment Management
OCM is committed to individually managing your portfolio in accordance to your specific needs.
Wealth Management
The financial planning process we incorporate provides direction and meaning to your financial decisions.
Retirement Planning
Planning for your retirement is arguably one of the most important components to any financial plan.
Divorce Planning
Planning for a divorce can be one of the most critical moments in a person's life.
Financial Planning and Investment Management
O’Brien Capital Management, (“OCM”) is a Fee-Only financial planning and investment management company. We do not work on commission or sell any products, which allow us to provide unbiased investment and financial planning advice. OCM was founded by John M. O’Brien, a Certified Financial Planner™ practitioner with over 18 years of experience.
“ Those who fail to plan, are planning to fail”