Dennis O'Brien (BS, MS, RTRP)

Dennis O'Brien focuses in the
following client markets or areas of practice:

Business Owners

Charitable Giving

Divorce Planning

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

We provide comprehensive Fee Only Financial Advising. For Individuals - Comprehensive Financial Advising from investment management to tax prep to education/retirement/estate planning.

For Business - we provide retirement plans SEP, SIMPLE and 401(k) for any size business. Additional services available.

For Non-Profits - we provide 403(b) retirement plans, foundation and endowment investment management, cash flow analysis and budget planning assistance.

We continue to be sited in numerous publications and a profile of our work has been published in Investment Advisor Magazine.

Additional Information

We provide the following services:

Investment Management
Tax Planning and Preparation
Insurance Review
Planning for Education/Retirement/Estates
Cash Management
Retirement Plans including SEP, 401k, 403b
Endowment and Foundation Management.

NAPFA Start Date

March 07, 2005

Visit Website Download vCard

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.