Our Services

Comprehensive Wealth Management

This fully integrated approach to managing and enhancing your financial well-being covers all areas of financial planning, as well as implementation and follow-up. This is an ongoing relationship with regular communication and meetings. We take time to listen and help you articulate your goals, and we base our  recommendations and  advice on your specific values and objectives. Areas of financial planning include, but are not limited to, investment management (see below), retirement planning, insurance needs analysis, college funding  and estate planning.  Our fee will be calculated as a percentage of assets under management.

Investment Management                       

For clients who come to us primarily for investment advice, we offer  the following services: We'll analyze your current portfolio; develop an integrated investment strategy tailored to your personal goals, risk tolerance, time horizon and unique circumstances; implement  your investment strategy with mutual funds, ETF’s, and other investment vehicles; conduct ongoing monitoring and reporting; periodically rebalance your portfolio; and implement tax strategies. Our fee will be calculated as a percentage of assets under management.

Hourly Planning

Some clients  have one or two specific issues that they need to address. Services involve consultation, analysis, and recommendations on any area of financial planning (both comprehensive and goal specific), such as insurance analysis, college planning, retirement planning, investment advice and estate planning. A detailed estimate will be provided before any services are rendered.

Contact Us

O'Brien Asset Management, LLC
382 Goodwin Road
Eliot, ME 03903
Phone: (207) 457 0346

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