Jennifer O'Brien
CFP, CFA · O'Brien Capital Management
About Jennifer O'Brien
Jennifer O'Brien manages portfolios for professionals and retirees across New England, bringing institutional-quality investment management to individual investors. Her evidence-based approach and emphasis on low-cost, diversified strategies have helped hundreds of clients build and preserve wealth over her 17-year career.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $300,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Investment Management
Grow your wealth with professional portfolio management, asset allocation, and evidence-based investment strategies.
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Wealth Management
Comprehensive wealth management for high-net-worth individuals including tax, estate, philanthropy, and multi-generational planning.
Why Choose Jennifer?
17+ Years Experience
Proven track record serving clients since 2009
2 Professional Credentials
Holds CFP, CFA designations
102 Client Reviews
4.8/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Jennifer has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Jennifer is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Jennifer for over 5 years and they have consistently delivered excellent advice. Their expertise in Investment Management has saved us thousands.
Location
Boston, Massachusetts
Map integration available on request
Request a Free Consultation
Connect with Jennifer to discuss your financial goals. In-person or virtual meetings available.
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