Mike O'Brien

Mike is dedicated to helping nurses, business owners, and others who have worked hard for their money feel more empowered today and in retirement with collaborative, values-based planning. Think of him like your financial coach—Mike will work closely with you to you set your goals and develop the financial strength you need to go all the way.
    Broken glass and a baseball on the floor
    Is your insurance actually built to protect your wealth? Insurance review for high-net-worth families
    Portrait of Mike O'Brien, financial advisor at Berkshire Money Management

    By Mike O'Brien
    June 15, 2026

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    Retirement for Doctors
    Retirement Planning for Doctors: What You Need to Know
    Portrait of Mike O'Brien, financial advisor at Berkshire Money Management

    By Mike O'Brien
    March 11, 2025

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