Richard C. O’Donnell
CFP®
Senior Managing Partner / Member Owner

CFP®
Senior Managing Partner / Member Owner
Richard has been involved in the financial services industry since 2006. He served as a wealth advisor and director of financial planning for Capital Directions until it partnered with Savant in 2023. Richard helps business owners, senior-level executives, and other high-net-worth individuals navigate investment decisions, estate planning, retirement planning, and charitable gift strategies.
Richard earned a bachelor’s degree in history with a minor in economics from DePauw University in Greencastle, IN and is a CERTIFIED FINANCIAL PLANNER® professional. He grew up in Cincinnati and lives in Atlanta with his wife, daughter, and their two dogs.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.