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Lead by Elizabeth O'Donnell, MBA, CFP®, O'Donnell Wealth Management is backed by experience you can trust



CERTIFIED FINANCIAL PLANNERTM

The Certified Financial Planner Board of Standards is an American institution that sets the standard of excellence for wealth advisors. As a CERTIFIED FINANCIAL PLANNERTM, I have undergone rigorous testing and am held to the highest of ethical standards.


Five Star Wealth Manager

Five Star Professionals conducts in-depth research and then they nominate financial professionals based on 10 criterion. This prestigious award is something my team and are proud to hold.

The Five Star award is not indicative of the wealth manager’s future performance. For more information go to www.fivestarprofessional.com.

O'Donnell Wealth Management, or OWM, offers integrated financial planning to have you sitting comfortably through your retirement.



Your financial plan takes your finances and your life into account



When I sit down with you to create your financial plan, I focus on gaining a clear picture of both your financial life and your personal life. Then, with a holistic picture, I work to help you align your financial goals to reach your personal goals. 



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O'Donnell Wealth Management's retirement planning process


O'Donnell Wealth Management starts the financial planning process by assessing your individual goals

After assessing your goals, OWM engages in a discovery phase, where they gather all documents and data relevant to your financial goals

O'Donnell Wealth Management analyzes your unique financial situation.

O'Donnell Wealth Management works to create an integrated financial plan, taking into account your unique risk tolerance and financial position.

Once your happy with your integrated financial plan, OWM gets to work on implementing various action steps.

Once your plan is in place and the appropriate actions have been implemented, O'Donnell Wealth Management continually monitors your investments.


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O'Donnell Wealth Management is located at 501 S. Cherry St. 11th Fl. Denver, CO 80246

Building: One Cherry Center

501 S. Cherry St. 11th Floor

Denver, CO 80246


Call Elizabeth O'Donnell, MBA, CFP® at 303-331-6434 or email her at elizabetho@voyafa.com

☏ Office: 303-331-6434

🖶 Fax: 720-458-5094

✉ elizabeth@odonnellwealth.com


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