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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

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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

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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

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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: 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.