Richard’s Approach
Richard C. O’Donnell
CFP®
Senior Managing Partner / Financial Advisor / Member Owner
Overview
Richard O’Donnell is a senior managing partner and financial advisor in Savant’s Atlanta office who works with business owners, senior-level executives, and high-net-worth individuals on investment management, estate planning, retirement planning, and charitable giving strategies.
Involved in the financial services industry since 2006, Richard develops personalized financial plans designed to help clients pursue their long-term goals with confidence. As a CERTIFIED FINANCIAL PLANNER® professional, he provides guidance on wealth transfer, philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income strategies, insurance analyses, debt management, and education funding. In 2025, AdvisorHub named him to its “205 Advisors to Watch” RIA ranking, earning him the No. 16 spot in the ranking1.
Before joining Savant, Richard served as a wealth advisor and director of financial planning at Capital Directions. The firm joined Savant in 2023.
Richard earned a bachelor’s degree in history, with a minor in economics, from DePauw University in Greencastle, Indiana.
Active in his community, Richard and his family are members of Trinity Presbyterian Church. He serves on the church’s Investment Committee, which reports to the board of trustees. He previously served on the Session, chaired the Finance Committee, and served on the board of Trinity Early Learning Center.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Family Office Services
Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.
Education
- DePauw University
Bachelor of Arts in History
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
1 2025 AdvisorHub 250 Advisors to Watch RIAs: This rating was published in June 2025 and based on data from 12/31/23 to 12/31/24. AdvisorHub ranked financial advisors on a 100-point scale in three categories. Scale: relative size of assets, production, and quality of service; Growth: relative year-over-year change in assets, clients, and production; Professionalism: regulatory record, community involvement, mentorship, and team makeup. Advisors must have at least $150m in AUM, seven years’ experience, two years at current firm and in good standing, and a clean regulatory record with two or fewer complaints and no significant judgments. Savant did not pay a fee to be considered for this ranking.