DEL PRINCIPE O'BRIEN FINANCIAL ADVISORS

Overview

Del Principe O'Brien Financial Advisors is a small, independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates primarily on a discretionary basis and favors equity-driven portfolios, using exchange-traded equities as its primary building blocks. Its fee model mixes a percentage of assets under management with hourly billing for planning or advisory work. The adviser does not position itself as a capital allocator or multi-state institutional consultant; rather it works directly with individual and family clients on tailored plans and ongoing portfolio oversight. It is not an active ESG investor, and it relies on third-party managers for alternative exposures instead of running in-house funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices