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Odyssey Group Wealth Advisors

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Client assets under management

$411,291,033

Clients

245

41% high-net worth

Advisors

3

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

82

High

Average account size

$1,678,739

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

Financial planning Portfolio management

Expertise

General retirement planning Income planning

Fee options

Percentage

Generally ranges from 1% to 0.4% per annum, negotiable based on account size and complexity

Other

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 location

Odyssey Group Wealth Advisors

22 A East Roseville Road

Lancaster PA 17601, United States

Number of offices

1

Most active in

Maryland · New York · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

General retirement planning Income planning
user avatar

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.

General retirement planning Income planning
user avatar

Aaron S

CFP®, Series 66

Lancaster, PA

Odyssey Group Wealth Advisors

Aaron Sherman is a CFP® with 10 years of industry experience, currently serving as an advisor at Odyssey Group Wealth Advisors since 2018. He previously worked at CommonWealth Financial Network for 10 years. Outside of his advisory role, he is the owner of Sterling 22AB, LLC, an entity involved in managing commercial real estate in Lancaster, PA. Odyssey Group Wealth Advisors provides personalized investment management and financial planning 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.

General retirement planning Income planning
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