Maureen O'Brien

Investment and Wealth Management Services 

Welcome to our firm.

Our firm is a client-focused full service investment and financial consulting firm. We have put together a team of very experienced, well-educated and highly trained financial advisors and staff. Our goal is to provide our clients with sound, unbiased advice based on a thorough knowledge of our client's needs, goals, and tolerance for risk.

We have been serving clients for over twenty years. They come from diverse backgrounds and include individuals, families, businesses, non-profits and trusts. Our clients have widely diverse needs and goals, hopes and dreams.  What they have in common is concern for their financial future and an appreciation of the benefits of working with financial professionals.

Although we are a small firm, we are able to offer a full range of financial services for both individuals and businesses through our relationship with LPL Financial, the largest independent broker/dealer in the country*. LPL Financial provides us with deep administrative support, extensive research capabilities, and multiple investment opportunities for our clients. LPL Financial has no proprietary products, which enables our advisors to maintain our independence in making recommendations to our clients based first and foremost on their needs.

*As reported by Financial Planning magazine, June 1996-2011, based on total revenue.
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Newsletters

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

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