Dave O'Brien

MBA, CFP®

EVOadvisers

Principal

I can work with clients anywhere!

Dave O'Brien

MBA, CFP®

EVOadvisers

Principal

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Dave O'Brien, MBA, CFP®

804-794-1981 ext. 105

Fee-Only financial planner located in Richmond, VA and Northern Neck serving clients locally and across the country

Dave O'Brien Is the Chair of NAPFA, the National Association of Personal Financial Advisors and works extensively to raise the bar of his profession.
Dave is a Fee-only Financial Planner and co-founder of EVOadvisers with offices in Richmond and Virginia's Northern Neck. EVOadvisers offers transparent, easy to understand, financial planning and investment management services to families, busy professionals and entrepreneurs who have achieved a stage in life that requires more than a 401K to manage.

Dave O'Brien knows what it takes to create a thoroughly optimal financial life.

Just behind protecting the environment, Dave’s primary cause is also his profession.  He believes people should be able to expect that all financial advisors are held to the high ethical fiduciary standard.  He is Chair of the National Association of Personal Financial Advisors Board (NAPFA), with years of experience advocating for regulation and legislation to protect consumers from the unscrupulous practices of the insurance industry and Wall Street. He has chaired the NAPFA Public Policy committee, served on the South Region Board and numerous NAPFA working groups. He has served on several CFP Board committees and continues to work with the CFP Board on consumer protections, retirement readiness and advancing the financial planning profession.

He’s got the goods. He’s a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)  with a BA and an MBA from the University of Richmond, and a Certificate in Financial Planning from Virginia Commonwealth University. But he also has the personality and passion to back it up. He’s a perfectionist and a problem solver. His true love is working on a financial puzzle until he finds the most elegant solution. His clients appreciate when he geeks out about finding the best answer to help them in a tangible way (like saving thousands in tax dollars.)

After 18 successful years with several GE businesses he developed expertise in business and financial management on a global basis. But he also learned from the inside that the annuity and insurance industry isn’t about what’s best for the client. This motivated him to take a stand and start a Fee-Only financial planning firm in 2006.  Dave launched O’Brien Financial Planning, a Fee-Only Registered Investment Advisory and Financial Planning firm that became EVOadvisers in 2016.

Dave takes a strong You-Only approach to financial planning. He puts in the time to really “get” his clients. They become friends. They trust and confide in him, and he trusts them. His focus is helping people succeed in meeting their very own personal financial goals. He believes his clients should be able to have the financial freedom to “live like today’s your last day, but plan like you’ll live to 110.”.

Dave’s expert advice often appears in The New York Times, Bloomberg, InvestmentNews, Kiplinger’s, MarketPlace Radio and other publications. He’s also a frequent speaker at professional conferences.

When he’s not working, he’s often still working, he believes “If you love what you do, you never work a day in your life.” But when he does have time, he loves to cook, garden and play with his dogs, both Brittanys.  He’s often seen visiting breweries and fun restaurants with his wife, and son and daughter, both of whom are students at Virginia Tech (Go Hokies!).  Life’s too short not to enjoy it.

Dave O'Brien is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

EVOadvisers traces its roots back to 2006. After a combined 30 years as senior leaders in technology and finance at a Fortune 50 company, we joined forces to form a new kind of Fee-Only financial advisory firm to serve people better.

At EVOadvisers, we pride ourselves in providing "You-Only" financial advice. That means, our clients get financial advice with a conscience, not sales commissions.  We want to help you get the right kind of help even if you don't choose us. So, if you have reached a point in life where you have more than a 401K to worry about, we can help. Led by Dave O'Brien (Chair of NAPFA) and John Clair, our clients first come to us when:

  • Their finances have outgrown their ability and time to manage them
  • A big life event has occurred or is impending and they need financial advice
  • Are wondering if their current advisor or broker still fits their needs

If this sounds like you, find out more at EVOadvisers.com and ask about You-Only advice. Capitalism with a Conscience.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • College Education Planning

Ideal Clients

  • Busy Professionals
  • Women
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Big Life Events & Sudden Money

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Dave O'Brien is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Dave O'Brien is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Dave O'Brien

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Office Locations:

  • 2917 W Leigh Street
    Richmond, VA 23230
  • 4507 Irvington Road
    Irvington, VA 22480

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