A Personalized Approach to Investing

We're excited to announce Mike O'Brien was recognized as a 2022 Best-in-State Wealth Advisor by Forbes.

Forbes 2022 Logo White.png
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.