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


This Office

PO Box 529 Farmingdale, NJ 07727-0529 Phone: (732) 683-2330 Fax: (732) 683-2331

Other Offices

28 Blueberry Woods Dr Canaan, NH 03741 Phone: (603) 523-4646
1810 Rittenhouse Square Philadelphia, PA 19103 Phone: (267) 768-7768
503 Casino Dr Farmingdale, NJ 07727 Phone: (732) 683-2330