Odyssey Group Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Odyssey Group Wealth Advisors provides personalized investment management and financial planning to individuals, trusts, foundations, and corporations. The firm manages approximately $421 million across roughly 245 client relationships and generally delivers investment services on a discretionary basis while offering financial planning either bundled with management or on a standalone basis.
Portfolios are constructed from mutual funds, exchange-traded funds, stocks, and bonds, with asset allocation and security selection guided by fundamental analysis and tailored to each client’s objectives. The firm typically implements strategies under discretionary authority (via a limited power of attorney), will occasionally manage accounts non‑discretionarily, may recommend third‑party managers, and conducts periodic reviews with trade aggregation when appropriate.
Distinctive aspects include the firm’s growth to manage over $420 million since its formation in July 2025 and its reliance on Altruist Financial as the primary custodian, through which it receives administrative and market information benefits disclosed in the brochure. The firm also discloses potential conflicts such as recommending rollovers to IRAs, notes that it may engage in short‑term trading with tax implications, and does not accept authority to vote client proxies.
Client services
Expertise
Fee options
Generally ranges from 1% to 0.4% per annum, negotiable based on account size and complexity
Account minimum: $1,000,000 (may be waived at discretion) Fee-only: Fees based on percentage of assets under management, ranging from 1% to 0.4% annually, negotiable
Main office
22 A East Roseville Road
Lancaster PA 17601
Advisors at this office
4
Most active in
Maryland · New York · Pennsylvania · Texas
Also doing business as
Odyssey Group LLC · Odyssey Group Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Steven K
CFP®, Series 66
Lancaster, PA
Odyssey Group Wealth Advisors
Steven Kavanaugh is a CFP® with 19 years of industry experience, currently serving at Odyssey Group Wealth Advisors since 2018. His prior experience includes roles at Commonwealth Financial Network, American Portfolios Financial Services, Ambassador Advisors, and Axa Advisors. He is also involved in fixed insurance sales, dedicating a small portion of his time to this activity. Odyssey Group Wealth Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, and corporations. The firm emphasizes asset allocation and fundamental analysis, managing client portfolios that typically include mutual funds, ETFs, stocks, and bonds.
Joshua G
Series 63, Series 65
Lancaster, PA
Odyssey Group Wealth Advisors
Joshua Groff is a financial advisor with Odyssey Group Wealth Advisors in Lancaster, PA, holding Series 63 and Series 65 licenses with 12 years of industry experience. His career includes roles at PFM Fund Distributors, Inc. and Commonwealth Financial Network before joining Odyssey Group Wealth Advisors in 2018. Odyssey Group Wealth Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages approximately $421 million and employs a discretionary investment approach utilizing mutual funds, ETFs, stocks, and bonds tailored to client objectives.
Christian P
CFP®, Series 63, Series 65
Lancaster, PA
Odyssey Group Wealth Advisors
Christian Pascuzzo is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Odyssey Group Wealth Advisors and has previously worked at firms including Commonwealth Financial Network, Spring Ridge Financial Group, RKL Wealth Management LLC, and The Prudential Insurance Company of America. Odyssey Group Wealth Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, and corporations. The firm emphasizes asset allocation and fundamental analysis, managing portfolios that typically include mutual funds, ETFs, stocks, and bonds.
Aaron S
CFP®, Series 66
Lancaster, PA
Odyssey Group Wealth Advisors
Aaron Sherman is a CFP® with 11 years of industry experience, currently practicing at Odyssey Group Wealth Advisors in Lancaster, PA. He has worked at Odyssey Group Wealth Advisors since 2018 and previously spent 10 years at Commonwealth Financial Network. Outside of advising, he is the owner of Sterling 22AB, LLC, an entity involved in managing commercial real estate in Lancaster. Odyssey Group Wealth Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages approximately $421 million across 245 client relationships, employing a discretionary investment approach with portfolios constructed from mutual funds, ETFs, stocks, and bonds tailored to client objectives.
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