The O'Brien Group of Wells Fargo Advisors


A Team of Local Professionals
Focused on Your Unique Needs


Led by Timothy O'Brien, a CERTIFIED FINANCIAL PLANNER™ professional, our team focuses on offering our clients only the best-in-class services, and we do that by competently and diligently expressing integrity, objectivity, fairness, confidentiality, and professionalism.

These are our core values, and they're what our clients have come to expect. We couple these critical principles with a broad offering of comprehensive services for families, corporations, and high-net-worth individuals.

Wealth Planning Services |  Retirement Plan Consulting


We offer our clients a full-service platform with comprehensive wealth management strategies, including access to lending services through Wells Fargo affiliates, risk management and trust and estate planning services.