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Home > Financial Planner Directory > Virginia > Midlothian > David J. O'Brien, CFP®, MBA, AIF®
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David J. O'Brien, CFP®, MBA, AIF®

O'Brien Financial Planning, Inc.

14241 Midlothian Turnpike
Ste 117
Midlothian, VA 23113
Phone: (804) 419-6002
Fax: (888) 419-1521

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Household Income Minimum: $0
Investable Asset Minimum: $750,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Irregular Income
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.