Our founder, Kevin M. O’Brien has nearly 40 years of business experience in the financial services field. Self employed since 1975, Mr. O’Brien left New York City in 1980 for the unique quality of life offered here in New Hampshire.  Kevin spent the first half of his career providing small business owners with advice on the design and implementation of employee benefit programs, as well as, providing business, pension and estate planning services.  Kevin has spent the last 20 years as a trusted adviser to individuals and business owners transitioning into retirement, offering in depth retirement financial management services, bringing clarity to clients’ personal and business concerns. by addressing their Legal, Investment, Tax and Insurance issues.  Without reviewing each of these areas, most any retirement planning efforts could easily fail.

Adding significant tax and accounting expertise is William D. Bedor, CPA.  Bill, a New Hampshire native, founded his CPA and consulting firm on Hilton Head Island, S.C., growing it, in just 10 years, to the largest local firm in that area. Mr. Bedor’s CPA firm focused on helping entrepreneurs overcome all types of challenges – from typical accounting and tax issues, to strategic planning, financial planning, human resources, and financing.

Bill sold his firm in order to move back to New Hampshire and take the role of General Partner and Director at the Mt. Washington Hotel, eventually helping to orchestrate its sale. Mr. Bedor is passionate about bringing his experience and expertise to our clients; helping them to succeed in business and meeting their personal financial and retirement goals.