The Tim O’Brien Team
Serving the greater Madison, WI, and Tampa, FL areas.
Location
Madison, WI 53717 (608) 824-8600
A team behind every plan
We are an advisory team dedicated to helping clients navigate their financial journeys both pre- and post-retirement, ensuring we stay on track with goals, risk, and time horizon. Not only do we provide advice, but we also make sure to educate our clients to help them understand the ever-changing landscapes of investment management and financial planning—all while finding solutions to their current needs. We take a holistic approach by reviewing client investments, taxes, and estate plans, and we deliver customized solutions, high-touch service, and long-lasting relationships.
Meet Our Team
Awards & Recognition
View All2026
AdvisorHub 400 Advisors to Watch – Under $1B (2026)
AdvisorHub
2026
AdvisorHub 200 Women Advisors to Watch (2026)
AdvisorHub
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Madison, WI
Madison, WI 53717
Tampa, FL
Tampa, FL 33602
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
What we’re thinking about
Roth IRAs vs. Roth Employer Plans
Newsroom and Resources
View All23 Wealth Enhancement Advisors Recognized on AdvisorHub’s 2026 Advisors to Watch Rankings
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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