OUR VALUES

Responsibility

Everything we do at Del Principe | O’Brien Financial Advisors is for the express purpose of serving our clients’ needs. Personalized investment advisory, financial planning and portfolio design is our only line of business, and the driving force behind all of our efforts. If a given task or project does not further the interests of our clients, it has no place at Del Principe | O’Brien Financial Advisors. A Fiduciary Standard of Care is the very highest level of responsibility conferred on an advisory firm and we place that responsibility above all other considerations, each and every day.

Empiricism

Whether we’re constructing portfolios, managing risk, analyzing opportunities or conveying our viewpoints, it all starts with empirical evidence. Data-driven research and statistical analysis are at the heart of our process. Every decision we make, in terms of financial planning or asset management, is grounded in empiricism. Our goal is to challenge the ordinary wisdom, dispose of personal biases, political beliefs, market superstitions, old wives’ tales and gut instinct from the process of investing by using data.

Transparency

Trust is the key to a long-term financial advisory relationship – but in the vacancy of complete and total transparency, trust can never truly take hold.  Del Principe | O’Brien Financial Advisors believes in transparency as both a core business practice and a competitive advantage. This belief permeates all aspects of our practice and the way we interact with clients. Only when everyone is on the same page and pulling in the same direction can we make significant progress.

Making a Difference

When people ask us about what makes Del Principe | O’Brien Financial Advisors special, we tell them that it’s a determination – that we all share – to make things better. The financial services sector continues to have serious moral issues and incredible lapses in judgment. We aim to lead this industry in a better direction by sheer force of example and to substantially contribute to its improvement. We intend to leave the world of finance in better standing than we currently find it – for the benefit of our clients, our colleagues and our country.