THE O'DONNELL GROUP

Overview

The O'Donnell Group is an independent, individual-owned registered investment adviser that has been SEC-registered since 2016. The firm focuses on fee-for-service wealth management for individuals, families and select institutional clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its advisory model combines traditional public market strategies with allocations to third-party alternative managers; the firm is not positioned as a capital allocator or fund sponsor. The O'Donnell Group charges a mix of percentage-of-AUM fees along with hourly and fixed-fee arrangements, allowing flexibility for planning-only engagements or ongoing investment management relationships. The firm is not an active ESG investor and does not operate as a multi-state adviser under its filing, which indicates a concentrated operating footprint and a hands-on, locally oriented client approach.

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Investments & Alternatives

Location & Offices