O’Brien Wealth Partners acquired by Mercer Global Advisors

Congratulations to our client, O’Brien Wealth Partners, on its recent acquisition by Mercer Global Advisors. O’Brien is based in Waltham, Massachusetts and provides comprehensive wealth management and planning services to high-net-worth individuals, families and nonprofits. Sheehan Phinney represented O’Brien and its owners in connection with the negotiation and completion of the sale. Details about the transaction can be found here.

Sheehan Phinney team members involved in the transaction were Alexander Pyle, Colleen Lyons and Jin Ji Kim.