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Dave O'Brien (CFP®, MBA)

Dave O'Brien focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

We believe that a client is more than just an investment portfolio. Every client is different and can present unique needs to the adviser. To meet those needs, we offer three core services, each developed in an unbiased, personalized, and collaborative fashion that only a Fee-Only fiduciary can provide.

We are a different species of adviser. We work for you, which puts your best interests at the center of our relationship. Our clients appreciate the objectivity, transparency, and candor that comes from working with an independent Fee-Only adviser.  

Advice adapted for your changing world. Your life and goals evolve over time, and so should your financial plan and investment approach. The future of advice is to provide a clear set of strategies that are both structured and fluid. Our plans are developed in an in-depth, collaborative fashion, combining leading technology with the human touch of an experienced adviser with not only expertise but understanding

Additional Information

Dave is a CERTIFIED FINANCIAL PLANNER TM practitioner (CFP®) and received a BA and MBA from the University of Richmond and a Certificate in Financial Planning from Virginia Commonwealth University.

Dave is often quoted in The New York Times, Bloomberg, MarketPlace, InvestmentNews and other publications regarding financial planning and is a frequent speaker at industry conferences. He actively participates in the Financial Planning Coalition’s efforts to protect the public through client-centered accountability and transparency.

Dave was 2019-20 NAPFA Chair, led the Public Policy committee for four years and served on the Financial Planning Coalition for seven years. He has served on the NAPFA Compensation committee and the NAPFA South Region Board. He recently served on the CFP Board compensation task force and CFP Board professional standards task force and  is a former president and chairman of the Central Virginia chapter of the Financial Planning Association.

In 2016, Dave co-founded Evolution Advisers - a continuation of O'Brien Financial Planning, a Fee-Only Registered Investment Advisory and Financial Planning firm he started in 2006 after 18 successful years at General Electric. While at GE, Dave developed expertise in business and financial management, and was called on to provide business leadership and consulting on a global basis. This experience at one of the world's best run businesses provided him with a depth of understanding how to deliver successful results. 

NAPFA Start Date

February 19, 2009

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2917 W Leigh St Richmond, VA 23230-4527 Phone: (804) 794-1981 Fax: (804) 379-7646
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