Let us guide you on your financial journey.

Your trusted advisor for managing your wealth, navigating retirement, and guiding you in your financial decisions.

Services

An Odyssey is a journey with an ending unknown. You’re on a quest but it’s not as simple as going from point A to point B. Your financial life is a winding road with ups and downs and beautiful views. We’re here to help you navigate every step confidently.

Investment Management

We’ll help you analyze your investments and allocate your assets.

Learn More »

Retirement Planning

Still working? Retired? Navigate the next phase with our help.

Learn More »

Estate Planning

We’ll help you establish your legacy and protect your family, now and into the future.

Learn More »

Tax Planning

Taxes can be stressful. We’ll help you understand and manage your tax liability.

Learn More »

Charitable Planning

If you want your wealth to be a force for good, we’ll help you maximize your impact while minimizing your tax liability.

Learn More »

Risk Management

We can’t predict the future, but we can help protect you from the unknown.

Learn More »

Education Planning

We’ll help you plan for the future of your family’s next generation.

Learn More »

Who we are

The Odyssey Group is a team of conscientious professionals who care. We are united by what we hope to give to our clients: financial clarity and confidence. Our approach is rooted in listening, empathy, and understanding which has helped us to build life-long relationships and usher our clients through multiple phases of their lives, both financially and personally. Learn more about who we are and what makes us different.

What we believe

Money isn’t everything, but it can impact your ability to enjoy the things that matter most. No matter how much you make, spend, or save, the money that flows in and out of your life impacts everything. Without judgement, we’ll hear your story, meet you where you are, and move you forward. You are our priority and we will work tirelessly to help you achieve the financial goals that will enable you to live your best life. Check out our philosophies on business and money to learn how we can help you along your journey.

How we can help

We are proud to offer services at every step of the financial journey. We understand each journey is unique, and we work closely with you to provide the right solutions and direction for your specific goals and vision for the future. Explore our work and reach out to us to discuss your situation.

Our Work

Aspirations for Growth

You’re busy juggling work, multiple projects, and focused on taking your career to the next level. Growing your wealth and solidifying your financial future is of utmost importance to you, but time is not a luxury you have. We can help.

Legacy Planning

You’ve established yourself as a successful professional. You’ve accrued significant wealth along the way, but you haven’t had time to focus on next steps. We can help.

Sudden Change

A recent life-changing event has altered your relationship to money. A career change, emptying the nest, relocation, the passing of a spouse. Money isn’t on your mind, but you know it needs attention. We can help.

Retirement Planning

You recently retired or are thinking about retirement. You have a 401k from your employer, some additional savings, and you invested some money along your journey. Finances were not a focus for you along the way, but you know that they should become one. We can help.

If you can relate to one (or more) of these situations, or even if yours sounds a bit different, just call us. We’ll be happy to discuss your needs and provide recommendations. There are thousands of ways that money can become important, confusing, exciting, or stressful in a lifetime. We have an answer for most of them.

Begin your financial journey

To explore how we can guide you on your financial Odyssey, contact us today! Fill out the form and someone from our team will be in touch with you soon to set up a no obligation appointment.