Do you have a succession plan?

Perhaps the most important financial decision you will ever make throughout your career as a financial professional is the creation of a succession plan. Whether you are an independent advisor, or you are a captive employee of a broker/dealer – O’Donnell Wealth Management has successfully completed several acquisitions of Independent Financial Advisor and Broker practices, therein helping those advisors retire and ensuring continuity for their many clients. Inquiries are always welcome.