A complete list of active advisors currently associated with Odyssey Group Wealth Advisors

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

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.

To learn more about the advisors currently working at Odyssey Group Wealth Advisors, 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.