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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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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

Ready to retire? Learn how to shift from saving to spending with a retirement plan that aligns with your values, manages risk, and supports long-term goals. Discover key strategies for income, taxes, estate planning, and more.
John O'Brien CFP®

Blog

5 Mistakes to Avoid When Setting Investing Goals

Set smarter investing goals by avoiding these 5 common mistakes—from emotional decisions to poor benchmarking. Learn how to align your portfolio with your financial objectives and stay on track.
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
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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

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

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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

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. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.