O’Brien Asset Management is an independent, fee-only investment advisory firm based in Eliot, Maine. The firm focuses on helping clients navigate retirement, treating it as an ongoing journey rather than a single event. Its Certified Financial Planners develop customized financial plans based on each client’s circumstances, providing a roadmap for financial decisions and adapting it as life and needs change. The firm describes its work as a commitment to serving as a steward of clients’ savings and lifetime of effort.

Services include financial planning, investment management, and 401(k) plan support. O’Brien Asset Management also offers resources to help people consider retirement-related topics, including healthcare costs, Medicare, health savings accounts as investment accounts, long-term care expenses, and retirement income strategies. Prospective clients can share information about their situation to begin a conversation with the firm, while existing clients can access their accounts through its client portal. The firm also publishes a blog and monthly email updates. Its office is located at 382 Goodwin Road in Eliot, Maine.