Our family values are simple: Do the right thing. Make a Difference. We believe that, as individuals and as a team, our mission is to serve others with integrity and humility, and to make a positive impact with our efforts. Each of us has one life – and one retirement – to live the way we wish; we serve at the pleasure of our clients to help them achieve their dreams.
Helping clients understand their financial goals, their financial position, and all the decisions in-between is what gets us out of bed every day – and keeps our clients in bed all night long. How can we help you sleep through the night?
The O’Brien Team provides family financial advisory services, specializing in investment management, retirement planning, retirement income generation and wealth transfer planning. The team has collectively over 35 years of wealth management experience and the distinguished credentials of Chartered Retirement Planning Counselorsm and CERTIFIED FINANCIAL PLANER™. Both Lauren and Steve graduated from the University of Notre Dame; Steve went on to the University of Michigan for graduate school, and Lauren attained her Certified Public Accountant CPA designation in Illinois.
If there is a gene that attracts individuals to the wealth management business, the O’Brien family certainly seems to have it. Steve’s grandfather founded the brokerage firm of Doyle, O’Connor in the 1920s; his uncle, Bob Doyle, later served as president. While his cousins joined the firm after college, Steve pursued his dreams of improving the coasts and rivers of this country as a water resources planner before finally feeling the tug of the wealth management business.
By this time, the family business no longer existed; so Steve instead joined a national firm in 1982 that eventually became Smith Barney. After many years and changes at the large corporate setting, Steve sought out Lara, May & Associates (LMA), a regional firm that encourages advisors to think independently and put their clients’ interests first. LMA embodies the independence, integrity and standards that Steve insists for his clients. The firm has access to the wealth management resources and robust financial planning tools to best serve his clients.
Similar to her father, Lauren felt the attraction of this industry after a first career in the public accounting arena. Eager to make a greater impact in the lives of clients, Lauren returned from London to the DC area to embark in wealth management with Wells Fargo Advisors. In 2013 Steve and Lauren agreed to partner together at LMA as a family financial advisory team to better serve multiple generations of their clients’ families.
The O’Brien Team provides family financial advisory services, specializing in investment management, retirement planning, retirement income generation and wealth transfer planning. The team has collectively over 35 years of wealth management experience and the distinguished credentials of Chartered Retirement Planning Counselorsm and CERTIFIED FINANCIAL PLANER™. In both 2015 and 2016 Lauren was nominated by industry peers and selected for the Northern Virginia Magazine’s Top Financial Professionals for the categories of Insurance, Retirement and Investment Planning. Both Lauren and Steve graduated from the University of Notre Dame; Steve went on to the University of Michigan for graduate school, and Lauren attained her CPA designation in Illinois.
The team’s focus on family values continues outside of the office to community service. Their involvement extends from fundraising in local efforts of the Fellowship of Christian Athletes and The Campagna Center, to business development at the Alexandria Chamber of Commerce, to development of safe drinking water in poor communities around the globe through World Vision. Wherever the involvement, Steve and Lauren aim to serve and to make an impact.
This communication is for information and educational purposes only and should not be regarded as an offer to sell or as a solicitation to buy a financial product or service. Any information provided has been prepared from sources believed to be reliable but is not guaranteed and does not represent all available data necessary for making investment decision. The commentary of the author does not represent the opinion or position of Lara, May & Associates, LLC (LMA) or its affiliates. LMA and its affiliates are not responsible for any trading decisions, damages or other losses resulting from, or related to, this information, data, analyses or opinions or their use.
Our team is regularly asked to speak to large groups and organizations. Here is a list of the most recent speaking engagements. If your organization would like us to speak, please tell us more about your request here.
Let’s get started! Contact us by email or at (703) 761-3906 to set-up a complementary introductory appointment.
Lauren O’Brien, CFP®, CPA
Wealth Management Advisor
Steve O’Brien, CRPC®
Senior Wealth Management Advisor
Client Service Associate