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Cobblestone Wealth Management llc
Cobblestone Wealth Management, based in Baltimore, Maryland, is a values-driven financial advisory firm led by Brendan Patrick O’Brien. The firm specializes in crafting personalized investment strategies that align with clients’ personal values, such as family, community, sustainability, and social responsibility.
By incorporating socially responsible investments (SRI) and considering the environmental and social impact of companies, Cobblestone aims to deliver meaningful and satisfying financial outcomes. Brendan’s investment philosophy emphasizes a long-term perspective, disciplined risk management, and a focus on individual client needs and goals.
Beyond financial planning, Brendan is deeply involved in the Baltimore community, serving as an Elder at GraceCity Church, President of South Baltimore Little League, and Co-Founder of Smoketoberfest, reflecting the firm’s commitment to community engagement.