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Meet With Us

John O'Brien Team

4 Mystic Lane

Malvern,

PA

19355

o'brien-info@wealthenhancement.com

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Meet with us

About the John O'Brien Team

Welcome to the John O'Brien team, where we offer comprehensive support for your financial planning needs. Our team includes a CPA, CFP® professional, and estate planner all in-house, providing a range of services to support your retirement goals. Our simple all-inclusive rate covers tax management, investments, estate planning, and more. Additionally, we prepare and file income taxes for all clients with >$1m AUM at no additional charge. Tax preparation services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly-owned subsidiary of Wealth Enhancement Group®. No matter the complexity, we can help you assemble your retirement puzzle pieces into a manageable financial plan. 

Advisory Team

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John O'Brien

CFP®

Senior Vice President, Financial Advisor

Malvern - Mystic Lane, PA

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Colin Smith

Vice President, Financial Advisor

Malvern - Mystic Lane, PA

Client Service Team

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Frank Ortner III

CPA

Tax Director

Malvern - Mystic Lane, PA

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Merlyne Miner

Senior Tax Advisor

Malvern - Mystic Lane, PA

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Amanda Holden

Senior Client Service Manager

Malvern - Mystic Lane, PA

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Sue White

Senior Client Service Associate

Malvern - Mystic Lane, PA

Resources from our team

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Blog

When Can I Retire? 6 Essentials to Successfully Transition into Retirement

Accumulating wealth and saving for retirement is a familiar concept for many people, even if the specific strategies aren’t. But what about when you transition into retirement and need to make the switch from saving to spending? Is your portfolio set up for success in your golden years?
John O'Brien CFP®

Blog

5 Mistakes to Avoid When Setting Investing Goals

It’s great to have investing goals–they help guide your savings and provide motivation to continue investing throughout the year. Considering how complex investing is today, you are probably asking yourself where to begin when setting investing goals. Plus, it’s easy to make mistakes that could dramatically alter your results.Avoiding these costly investing mistakes can help prevent you from feeling disappointed when reviewing your statements at the end of the year.
John O'Brien CFP®

Blog

Understanding the Nuances of Net Unrealized Appreciation

You spent years–even decades–contributing to your company’s 401(k) retirement plan. Now, it’s time to withdraw those funds so you can use them. Typically, money taken from your employer’s retirement plan is transferred directly into a rollover IRA to avoid being immediately taxed. Sure, when the time comes, it’ll be taxed as ordinary income, but that can be tomorrow’s problem.
John O'Brien CFP®

Team locations

Malvern - Mystic Lane, PA
4 Mystic Lane, Malvern, Pennsylvania, 19355
(610) 251-9393
details

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.