Kevin O'Brien

In financial services, as in any business, a reputation for quality service and integrity is earned by creating satisfied, knowledgeable customers. As a Financial Advisor, Kevin is dedicated to helping his clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, Kevin can help. Leveraging the wealth of knowledge accumulated over three decades, Kevin has been dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Throughout his extensive career, Kevin has guided high-net-worth individuals and families across a wide spectrum of financial domains, including investment planning, asset management, and portfolio construction. Beyond his professional pursuits, Kevin finds enjoyment in golf and cycling. He is working on completing his 10th Pan Mass Challenge Bike Ride. Kevin and his family call Cohasset, MA home, where he resides with his wife, Bridget. Kevin earned a bachelor's degree in both finance and economics from the Whitman School at Syracuse University.