O'Brien Capital Management, ("OCM") is a Fee-Only financial planning and investment management company based in Nyack, NY. 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.
At OCM, we provide two services; financial planning and investment management. We are dedicated to offering our clients cutting edge financial planning and investment advisory services to fit your specific situation and needs. Our comprehensive wealth management services are at the pinnacle of our industry, with the highest standards for quality and personal service.
At OCM, we provide two services; financial planning and investment management. We are dedicated to offering our clients cutting edge financial planning and investment advisory services to fit your specific situation and needs. Our comprehensive wealth management services are at the pinnacle of our industry, with the highest standards for quality and personal service.
Services
Like most people you may wonder if you will be financially prepared for a retirement that will sustain your desired quality of life. We provide exceptional value to the individual who desires a deeply personal approach. Everything we do revolves around your goals. Our method of comprehensive wealth management begins by gaining a thorough understanding of your financial and life goals.
When managing your investments, we take our fiduciary duty seriously. Your specific goals, values and risk tolerance are incorporated into the development of a customized portfolio that is consistently monitored and adjusted to achieve those goals. We structure a strategic asset allocation program to fit your parameters.
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. This allows you to understand how each financial decision you make affects other areas of your finances.
Planning for your retirement is arguably one of the most important components to any financial plan. While the traditional defined benefit pension plans are going by the way side, most companies these days puts the burden of saving for retirement right onto the employee. Rest assured that I can work with you in a number of ways to help you prepare for this life changing moment before and after you retire.
Planning for divorce can be one of the most critical moments in a person's life. After dealing with all the emotional issues surrounding divorce the next step is to make sure you have your finances in order. As a Certified Financial Planner specializing in divorce matters, I can help you sort through the unique financial circumstances that comes with a divorce.
Reviews
Be the first to review O'Brien Capital Management.
Write a Review
