Empowering Success Together
Personalized Wealth Management Aligned With Your Values
Cobblestone Wealth Management in Baltimore, Maryland empowers families and businesses with tailored investment plans reflecting your goals, values, and priorities.
Guiding Your Wealth with Purpose
Cobblestone Wealth Management combines your personal values with proven investment strategies to deliver meaningful and satisfying financial outcomes.
Guiding Your Wealth
Cobblestone Wealth Management, llc strives to be the premiere provider of values-based wealth management solutions to families and businesses in Baltimore and region. By incorporating our client’s personal values and lifestyle in our investment plans, we hope to deliver outcomes with a greater opportunity for success and satisfaction.
Tailored Wealth Strategies
As an investment advisor, I understand that financial goals are deeply intertwined with personal values. When crafting investment plans, I prioritize understanding my clients’ core values, such as family, community, sustainability, and social responsibility. These values guide portfolio construction by incorporating socially responsible investments (SRI) and considering the environmental and social impact of companies. I strive to build portfolios that not only generate returns but also align with my clients’ ethical and moral compass, ensuring their investments reflect their values and contribute positively to the world around them.
Hi, I’m Brendan Patrick O’Brien
Owner of Cobblestone Wealth Management operating in Federal Hill in Baltimore City.
Brendan: Trusted Advisor, Baltimore Native
As a seasoned financial advisor and proud Baltimore resident, I bring expertise and a values-driven approach to wealth management, dedicated to clients, family, and community.
My Investment Philosophy
Having begun my career in 1996, I’ve witnessed firsthand the dynamic and often unpredictable nature of the markets. These experiences have deeply shaped my investment philosophy, emphasizing a long-term perspective, disciplined risk management, and a focus on individual client needs and goals. I believe that true investment success hinges on a well-defined plan, consistent execution, and a proactive approach to navigating market cycles. Ultimately, my goal is to help clients achieve their financial aspirations while mitigating unnecessary risks.
Family, Community, and Service
I live, work, worship, and play in the close-knit neighborhoods of South Baltimore. My wife Judy and I have embraced city living and enjoy raising our three children in Baltimore with the world at their doorstep. When I’m not working, I serve my community as an Elder at GraceCity Church in Baltimore, and President of South Baltimore Little League, and Co-Founder of Smoketoberfest, a free community barbecue competition.
Ready to Invest?
Unlock Your Financial Future with Us
Contact Cobblestone Wealth Management today to start your personalized investment journey aligned with your values.
