About the O'Brien Team
Welcome to the O'Brien team, where we offer comprehensive support for your financial planning needs. Our team includes a CPA, CFP® professional, and estate planner all in-house, providing a range of services to support your retirement goals. Our simple all-inclusive rate covers tax management, investments, estate planning, and more. Additionally, we prepare and file income taxes for all clients with >$1m AUM at no additional charge. Tax preparation services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly-owned subsidiary of Wealth Enhancement Group®. No matter the complexity, we can help you assemble your retirement puzzle pieces into a manageable financial plan.
Advisory Team
Client Service Team
Resources from our team
Team locations
Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation
Barron’s: Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of 6/30/25. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.