Introduction Established in 1986 and located in Boston, MA, O’Brien Wealth Partners LLC is a fee-only registered investment adviser (or RIA). Our principal owner is Jill A. Fopiano, who is also our President, Chief Executive Officer and Chief Investment Officer. Our services O’Brien Wealth Partners provides the following advisory services: - Investment Strategy Development - Investment Management - Pension Consulting - Portfolio Accounting and Reporting - Financial Planning, including retirement, tax, education and lifestyle planning - Client Education O’Brien Wealth Partners offers advisory services to individuals, businesses and nonprofits. O’Brien Wealth Partners primarily invests in mutual funds and exchange-traded funds. Thus, to achieve equity exposure, we invest in funds with investment objectives to invest entirely or predominantly in equities, and to achieve fixed income exposure, we invest in funds with investment objectives to invest entirely or predominantly in fixed income (in each case, subject to defensive strategies, e.g., increasing cash). We seek to invest in no-load, load- waived or institutional mutual fund share classes. Our investment philosophy is organized around two primary investment objectives. The first is to preserve clients’ capital and purchasing power. The second is to earn an attractive rate of return on clients’ assets. O’Brien Wealth Partners tailors its advisory services to the individual needs of clients. We begin with a discussion of an individual’s goals, risk tolerance, liquidity needs, current lifestyle and time horizon. This discussion becomes the foundation for creating a long-term strategy and financial plan. The investment strategy created for each client is based on that client’s objectives and tolerance for risk. O’Brien Wealth Partners will follow investment restrictions imposed by clients or will seek to invest only in socially responsible funds on request. We may also, when appropriate, sub-advise certain portions of a client portfolio to independent third-party managers or recommend direct investment with independent third-party managers, typically when those managers demonstrate knowledge and expertise in a particular investment strategy. As part of this service, we perform management searches of various unaffiliated registered investment advisers. Based on a client's individual circumstances and needs we will determine which selected

registered investment adviser's portfolio management style is appropriate for that client. Factors considered in making this determination include account size, risk tolerance, the opinion of each client and the investment philosophy of the selected registered investment adviser. We encourage clients to review each third-party manager’s disclosure document regarding the particular characteristics of any program and managers selected by us. O’Brien Wealth Partners will regularly and continuously monitor the performance of the selected registered investment adviser(s). If we determine that a particular selected registered investment adviser(s) are not providing sufficient management services to the client, or are not managing the client's portfolio in a manner consistent with the client's IPS, we will remove the client's assets from that selected registered investment adviser(s) and place the client's assets with another registered investment adviser(s) at our discretion, if so granted by the client, and without prior consent from the client. Our firm will conduct appropriate due diligence on all independent third-party managers, where appropriate and applicable, making reasonable inquiries into their performance calculations, policies and procedures, Code of Ethics, and other operational and compliance matters deemed important to account performance and risk management. ESG Investments: Our ESG security selection is typically limited to select Exchange Traded Funds (“ETFs”), mutual funds and third-party investment accounts that are managed by unaffiliated third parties. As such, our firm has no control over the selection of investments within those instruments or accounts. Our firm relies on internal screening and/or the representations and screening processes of the third-party advisers responsible for managing each instrument and account. While our firm will conduct due diligence on each manager’s overall investment mandate and philosophy, we cannot guarantee that each security held within the instrument or account structure will align with the ESG objectives and restrictions expressed by its clients. The amount of client assets O’Brien Wealth Partners currently manages is $833,898,354 as last calculated on 12/31/2022. O’Brien Wealth Partners manages its clients’ assets on a discretionary basis, that is, each client gives O’Brien Wealth Partners the authority to make investment decisions without notifying them.