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Managing Director, Wealth Advisor

Pat O'Brien, CFP®

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About Pat

With more than 17 years of experience, Pat O'Brien provides comprehensive wealth management guidance to individuals and families, with particular expertise in trusts, inheritances, and multigenerational planning. Beginning his career in 2005, Pat works with more than 100 families, often advising the primary family member responsible for coordinating complex financial matters. Additionally, Pat helps trustees and beneficiaries navigate trust structures, understand distribution provisions, and coordinate with legal, tax, and investment professionals. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Trust and Fiduciary Advisor (CTFA), he brings an integrated perspective to investments, cash flow, retirement, insurance, estate planning, taxes, and charitable giving. Pat’s approach centers on building a 360-degree financial blueprint that connects these priorities and brings clarity to important decisions. Drawing on firsthand experience with family and trust dynamics, Pat combines technical knowledge with empathy, sound judgment, and advice tailored to the right moment. He earned a degree in Finance with a minor in Mathematics from the University of Missouri–Columbia. Pat lives in St. Louis, MO, with his wife and two kids and is an avid golfer and squash player.

FAQs

  • As a fiduciary, how are your investment incentives legally aligned with my personal success?+
    Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
  • How do I know my information and my wealth are safe on Farther’s platform?+
    Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
  • What’s the first step to getting started, and what should I expect during our first conversation?+
    Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
  • How does your proprietary technology enhance, rather than replace, human investment expertise?+
    Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
  • How do you coordinate my entire financial life — from taxes and estate planning to my complex investments — in one place?+
    Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.

Connect with Pat O'Brien, CFP®

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