A complete list of active advisors currently associated with Odyssey Capital Advisors Inc.

Warmer can help you find a great advisor at Odyssey Capital Advisors Inc. or one who fits your needs even better.

Odyssey Capital Advisors provides discretionary asset management, financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), corporations, and employee benefit plans. The firm offers ongoing portfolio monitoring and may select or recommend sub‑advisors or third‑party managers to implement client strategies. Odyssey tailors investment programs to clients’ stated goals and risk tolerances and uses fundamental analysis alongside a range of strategies (including long‑term holdings, trading, option strategies, and derivatives) when appropriate. The firm also monitors recommended TPMs, acts as a liaison to those managers, and documents client objectives and restrictions in client files. Several operational features distinguish the firm: it holds no‑cost public and participant educational seminars and workshops, is licensed to offer fixed insurance products (disclosing that insurance sales may generate commissions), and discloses the use of securities‑backed lines of credit and margin borrowing in client accounts. Odyssey also discloses that it receives portions of fees from certain third‑party managers and describes procedures and client disclosures intended to address the resulting conflicts of interest.

To learn more about the advisors currently working at Odyssey Capital Advisors Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.