Financial Planning
from a different perspective...

yours

At O’Brien Capital Management, Inc. (OCM) comprehensive wealth management encompasses more than just your investments. The financial planning process we incorporate provides direction and meaning to your financial decisions.

Financial Planning - O'Brien Capital Management
Financial Planning

We provide exceptional value to the individual who desires a deeply personal approach.

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Investment Management
Investment Management

OCM is committed to individually managing your portfolio in accordance to your specific needs.

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Wealth Management
Wealth Management

The financial planning process we incorporate provides direction and meaning to your financial decisions.

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Retirement Planning
Retirement Planning

Planning for your retirement is arguably one of the most important components to any financial plan.

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Divorce Planning
Divorce Planning

Planning for a divorce can be one of the most critical moments in a person's life.

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Capital Management FAQ
FAQ

Find answers to frequently asked questions about our capital management services.

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O'Brien Capital Management

Financial Planning and Investment Management

O’Brien Capital Management, (“OCM”) is a Fee-Only financial planning and investment management company. We do not work on commission or sell any products, which allow us to provide unbiased investment and financial planning advice. OCM was founded by John M. O’Brien, a Certified Financial Planner™ practitioner with over 18 years of experience.

“ Those who fail to plan, are planning to fail”

— Benjamin Franklin

After 19 years in Nyack NY, John OBrien CFP® is pleased to announce a second office opening in Larchmont NY.  With ties to the Larchmont community, he is looking forward to bringing his expertise to lower Westchester County.

7 Woodland Avenue
Suite 7
Larchmont, NY 10538

Contact him today for a no obligation meeting!

(845) 358-4930