Hi. 👋
I’m Justin O’Brien.

Financial Planning is a process to understand your current situation, and build confidence in a path to take you where you want to go.  A great relationship is one that is free of judgement, focused on your biggest priorities, and accompanied by technical expertise.  I believe in helping everyone feel empowered to make the decisions that help them follow the path they choose.

I went to Widener University on an Army ROTC scholarship, where I then commissioned as an Army Engineer Officer.  Service to others drove me into this career, and helped me grow as a leader and person.  I met my wife during my time in the service, and we decided to transition out of the Military. This decision was based on our priority to being active partners in each other’s lives, and parents to our three kids.  My inclination towards service grew, and I knew I wanted to combine those values with my passion for personal finance.  

Money is a tool to use in life, and the culmination of your life’s work shouldn’t feel like a number on a spreadsheet.  I love spreadsheets as much as the next guy, but my true passion is beyond the technical aspect of planning. It’s in building relationships with people and seeing them achieve their goals, working with family members to help them get started in life, and above all, providing guidance and support to help you feel more confident about your future.  

I’ve worked with all kinds of people including Soldiers restrained by debt, all the way to families who are struggling to spend the money they’ve worked their entire lives for.  It doesn’t matter who you are, or what support you’re looking for, I would love the opportunity to work with you.