O'Brien Asset Management

O'Brien Asset Management is an independent, fee-only investment advisory firm that builds custom financial plans, mostly for people approaching or in retirement. Its core services are financial planning, investment management and 401(k) plans, and the firm's resources cover topics such as healthcare costs in retirement, HSAs, Medicare and preparing for long-term care expenses.

Barry O'Brien is a Certified Financial Planner at the firm. Prospective clients can start with a short form describing their situation, and someone reaches out to set up a call. The office is on Goodwin Road in Eliot, Maine.