Mike O’Brien, CRPC®
Your Full-Service Retirement Readiness Partners
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Berkshire Money Management
Mike O’Brien, CRPC®
Dalton, MA
Serving Clients Nationwide
Your Full-Service Retirement Readiness Partners
0 out of 5 Stars
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Areas of Focus
- Education Funding
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Mike O’Brien, CRPC®
Mike O'Brien is dedicated to helping professionals in healthcare and beyond feel more empowered today and in retirement with collaborative, values-based planning. Think of him like your financial coach—Mike will work closely with you to you set your goals and develop the financial strength you need to go all the way.In a time when the media can offer a doom-and-gloom view of retirement affordability, Mike strives for transparency and clarity. He helps his clients see through the headlines and financial jargon to see their best-case scenario while protecting against unnecessary risk – a far cry from his start in insurance where he only prepared clients for the worst.
Mike lives in Pittsfield, where he grew up. He is a proud graduate of Taconic High School where he played baseball and was voted “best dancer.” He enjoys spending time with his fiancée and extended family, traveling, and attending concerts. He keeps active with Jiu Jitsu and golf, and by cheering on his favorite sports teams.
Professional Designations
- Chartered Retirement Planning Counselor (CRPC)
Primary Location
161 Main St, Dalton, MA 01226
Additional Locations
📍 72 Stockbridge Road, Great Barrington, MA 01230
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a 15 minute "get to know us" call. During this brief call, I will listen as you share your financial goals and challenges. You can ask me any questions you’d like. It’s a no-obligation opportunity for us both to decide whether our team will be a good financial partner for you. I look forward to speaking with you.Offers Investment Management
Yes
About Berkshire Money Management
When people first come to us at Berkshire Money Management, they’re often retiring, selling a business, receiving an inheritance… some new event has set their money in motion. And they want it handled right.They’re looking for a trustworthy, proactive financial advisor who:
✔️ Can help you know if you’ll be financially secure long-term
✔️ Can help you identify your best options to plan a comfortable retirement
✔️ Can create and carry out your plan for you, from start to finish
If this sounds like what you’re looking for, we invite you to click the 'Book Intro Call' button above to schedule a call with us. We’re friendly and easy to talk to.
WHO BENEFITS THE MOST FROM WORKING WITH US?
✔️ Nearing Retirement: You’re within 7 years of retiring. You’ve made good decisions over your life, but want help to make sure you don’t run out of money.
✔️ Selling a Business: You’re within 3 years of selling your business and want an experienced professional in your corner who can help you maximize your business’s value and reduce taxes on its sale.
✔️ Have a Sizeable Estate: It’s important to you that you avoid paying excessive taxes, keep more of what you have now and protect your assets for your children. You want to make sure your estate plan is handled right.
We help you grow — and defend — your assets so that you can have a long, comfortable retirement.
DISCLOSURES
Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, or experience. | Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. | Industry registrations, designations, recognitions or awards should not be construed as an endorsement or a recommendation to retain the Adviser by the granting entity or any regulatory authority. A detailed description of listed professional designations is available upon request on in our firm’s Form ADV Part 2B. | Form additional important information please review Advisers Form ADV Part 2 and Form CRS disclosures. | Adviser is not affiliated with Wealthtender or any of its affiliates. Usage by Adviser of the Wealthtender platform should not be construed as an endorsement of Adviser or recommendation by Wealthtender to retain the Adviser. | Client or third-party reviews aggregated and displayed by Wealthtender may originate within or outside the Wealthtender platform.
Education
Massachusetts College of Liberal Arts, Bachelor's degree, Communications
Hobbies and Interests
- Family
- Golf
- Music
- Sports
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
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