About the John O'Brien Team

Welcome to the John O'Brien team, where we offer comprehensive support for your financial planning needs. Our team includes a CPA, CFP® professional, and estate planner all in-house, providing a range of services to support your retirement goals. Our simple all-inclusive rate covers tax management, investments, estate planning, and more. Additionally, we prepare and file income taxes for all clients with >$1m AUM at no additional charge. Tax preparation services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly-owned subsidiary of Wealth Enhancement Group®. No matter the complexity, we can help you assemble your retirement puzzle pieces into a manageable financial plan. 

Resources from our team

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Blog

Setting investing goals is smart—but common mistakes can derail your progress. Learn 5 pitfalls to avoid so you can stay focused, balanced, and on track toward your financial future.

Blog

Accumulating wealth and saving for retirement is a familiar concept for many people, even if the specific strategies aren’t. But what about when you transition into retirement and need to make the switch from saving to spending? Is your portfolio set up for success in your golden years?

Blog

You spent years–even decades–contributing to your company’s 401(k) retirement plan. Now, it’s time to withdraw those funds so you can use them. Typically, money taken from your employer’s retirement plan is transferred directly into a rollover IRA to avoid being immediately taxed. Sure, when the time comes, it’ll be taxed as ordinary income, but that can be tomorrow’s problem.

Team locations

Malvern - Mystic Lane, PA
4 Mystic Lane, Malvern, Pennsylvania, 19355

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.