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O'Brien Wealth Partners
O'Brien Wealth Partners serves as the Boston-West branch of Mercer Advisors, a nationally registered investment adviser.
O'Brien Wealth Partners
O'Brien Wealth Partners serves as the Boston-West branch of Mercer Advisors, a nationally registered investment adviser. The firm structures its client relationships through a family office model, combining financial planning, investment management, tax preparation, estate planning, and insurance advisory into one integrated service. The practice specializes in retirement planning, multi-generational succession, concentrated stock options, and advising professionals in technology, engineering, and medicine. The practice designs portfolios and planning strategies for local affluent families rather than running institutional separate accounts or pooled vehicles. Its wealth managers execute investment management within Mercer Advisors' centralized platform, drawing on in-house tax and estate specialists. Client engagements cover asset allocation, cash-flow modeling, and risk mitigation for professionals navigating equity compensation, business exits, and cross-generational transfers. The Waltham office operates from 51 Sawyer Road. Mercer Advisors, the parent firm, reports over $60 billion in client assets. O'Brien Wealth Partners does not publicly disclose its proportion of those assets. The firm notes that nearly half of its client-facing team firm-wide are women. The practice's architecture combines boutique-level client intimacy with the centralized investment, compliance, and operational resources of Mercer Advisors. This hybrid structure allows the local team to act as a virtual family office for clients whose complexity requires coordinated advice across planning, tax, and investments, while the national firm provides manager selection, trading, and regulatory infrastructure.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Waltham
Corporate office
51 Sawyer Road Suite 600, Waltham, Massachusetts 02453, United States
Frequently asked questions
What is the relationship between O'Brien Wealth Partners and Mercer Advisors?
O'Brien Wealth Partners is a local office and brand within Mercer Advisors, a national RIA firm. Mercer Advisors acquired or merged with the original O'Brien practice to expand its Boston-area presence. The office operates under Mercer Advisors' ADV, compliance infrastructure, and investment platform while retaining the O'Brien name and a dedicated team of local advisors.
Does O'Brien Wealth Partners manage proprietary investment funds?
No, the practice does not run proprietary funds. It delivers investment management through Mercer Advisors' centralized platform, constructing portfolios from third-party managers, ETFs, and individual securities tailored to each client's financial plan. The office provides asset allocation, rebalancing, and ongoing monitoring as part of its integrated wealth management service.
What types of clients does the Waltham office typically serve?
The firm specializes in serving C-suite executives, engineers, technology leaders, entrepreneurs, physicians, and women business owners in the Greater Boston area. Its planning work frequently addresses concentrated stock options, multi-generational succession, divorce financial transitions, and retirement income strategies for professionals with complex compensation structures.
How does the firm charge for its services?
O'Brien Wealth Partners operates on a fee-only basis, charging clients a percentage of assets under management. The firm does not earn commissions or product-based compensation. Specific fee schedules are disclosed in Mercer Advisors' Form ADV Part 2A and in individual client agreements.
Is O'Brien Wealth Partners a single family office?
No. The practice uses a 'family office structure' as its service delivery model, coordinating planning, investments, tax, and estate work for multiple client families. It is not a dedicated single-family office serving one family's wealth. The model gives each client family access to coordinated advice typically associated with family offices, delivered through one advisory team.
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