Our Mission
The mission of O’Donnell Wealth Management is to provide clients of southeastern Minnesota with comprehensive financial information and guidance to help them make sound decisions in managing their assets and planning for their financial future.
Our Approach
We believe in building relationships with our clients through meaningful conversations. At O’Donnell Wealth Management, you will find an approachable and helpful financial consulting process aimed at identifying and achieving financial goals.
Our Services
Visit us to begin the conversation about any of the following:
Small Business Retirement Plans
College Savings
Estate Planning
Charitable Giving
Retirement Planning
401(k) Distribution Options
Consolidating Accounts
Investment Services
Risk Management
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, CA, CO, FL, IA, KS, KY, MN, TX, WI
Licensed to sell insurance products in the state of MN.