A complete list of active advisors currently associated with O'Donnell Financial Services, LLC

Warmer can help you find a great advisor at O'Donnell Financial Services, LLC or one who fits your needs even better.

O’Donnell Financial Services, LLC provides wrap asset management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, and business entities. The firm sponsors a wrap‑fee program and also offers sub‑advisory services and non‑discretionary retirement plan advisory work. Advisory work is tailored to each client’s goals, risk tolerance, and time horizon and is delivered through discretionary and non‑discretionary mandates and sub‑advisor relationships. Investment strategies range from long‑term buy‑and‑hold to short‑term trading and may employ margin, short sales, options and other structured or derivative instruments in managed accounts when appropriate. The firm is notable for multiple business affiliations and dual‑capacity activities: several representatives act as registered representatives of a broker‑dealer and may implement commissionable securities transactions, some advisors are licensed to sell insurance products, and the firm’s principal is also a licensed real estate agent, mortgage loan advisor and active real estate investor. The firm regularly hosts client education events and receives event sponsorships or reimbursements, and these affiliations and sponsorships — as well as its role as a wrap program sponsor — are disclosed as potential conflicts of interest in the brochure.

To learn more about the advisors currently working at O'Donnell Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.