- Who We Are
- What We Do
- Who We Serve
Cut Through The Complexity
At Odyssey Advisors, our goal is to help you chart a clear path to your team’s financial future. But we know that journey doesn’t always follow a smooth and predictable course. You may have concerns around compliance, or tax increases – or just navigating the complexities around planning for your team’s security, your business’s next stage, and yourself.
We work with all kinds of businesses.
We’ve worked with over a thousand organizations, from solo ventures to Fortune 500 companies. There are few challenges we haven’t tackled in our decades of business, and our goal has always remained constant: to make things easier for you.
Cities, towns, school districts and other municipal entities have all benefited from partnering with Odyssey Advisors. We’ve been able to successfully address challenges relating to OPEB and other retirement issues – as well helping to streamline their processes and optimize productivity.
Your clients have unique needs, and we can help you design and administer the retirement plans that align with their goals – including the desire to reduce their tax burden. We’ll also support your need to increase AUM. All the while, we’ll be here as a partner and a resource for the long term.
Whether you’re a solopreneur or a large employer, Odyssey Advisors provides guidance through the complexities of selecting and implementing retirement and OPEB plans. Need to untangle management issues, or support with mergers and acquisitions? We can help with those, too. We’ve worked with all kinds of businesses and through all kinds of challenges, and we’ll guide you to success, respecting both your goals and your budget.
Life is busy
Between work, your family, binge-watching Netflix, and everything else, we understand that time is your most valuable asset. Let Odyssey Advisors take care of some of the most time-consuming challenges you face and return some of those precious hours. After all, you have better things to do than sitting on hold, chatting with a bot, or drowning under data requests.
We’ll take those demanding aspects of business off your plate – but we’ll always be available to answer your questions or talk through your concerns.