O’Brien Capital Management was started to guide individuals and corporations to meet their financial goals. We partner with you. We understand the importance of maintaining and growing the wealth you have worked so hard to attain.
At OCMI, you will have a personal relationship with a fee-based advisor who provides objective, unbiased advice based on your needs – not on commissions or sales quotas. We provide financial planning, money management, tax planning and corporate services.
Our pledge to provide you sound investment advice is based on the foundation of understanding your needs and using a straightforward communications approach that avoids industry jargon and instead focuses on making choices in your best interest.