Established in 1986, O Brien Management is an investment advisory and financial planning firm. It serves individuals, businesses and nonprofit organizations. The firm provides portfolio accounting and reporting services. It specializes in accounting for tax lots and cost basis of mutual fund investments. O Brien Management also assists clients in developing financial goals for retirement, long-term health care, children s education and charitable donations. The firm additionally provides estate planning, mortgage banking, business consultation, and individual and business tax accounting services. O Brien Management offers a variety of investment plans under the OBM Retirement MAPs brand. The firm manages an investment portfolio of more than $300 million.