Thoughtful Investing for Long-term Confidence.

Financial planning, portfolio management, and retirement planning for individuals and families who value discipline, clarity, and long-term thinking.

Based in the Mid-Atlantic, Odyssey Investments serves clients across Virginia, Maryland, Pennsylvania, Delaware, Florida, and throughout the United States.

Start a Conversation Our Investment Philosophy
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Our Investment Philosophy & Financial Planning Approach

Odyssey brings you a different type of investment advisory service: not for the sake of being different — but for making a positive difference!

Discipline Over Prediction

We help you to identify, articulate, and achieve your financial goals. Whether it is saving for retirement, purchasing a home, funding education, or starting a business we work with you to establish realistic and achievable objectives.

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Research-Driven Decisions

We consider factors such as your risk profile, investment horizon, market conditions, and economic outlook to create a well-balanced portfolio that seeks to generate returns while minimizing risk. Your investment portfolio will reflect optimal allocation across various asset classes.

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Who We Work With

Our clients share a common value: they prefer thoughtful planning over quick fixes.

Financial planning

Professionals Building Wealth

Mid-career professionals who understand that consistent, disciplined investing is the path to long-term financial independence.

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Families Planning Ahead

Parents balancing current needs with future goals like education funding, while building a foundation for their family's financial security.

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Pre-Retirees Seeking Clarity

Individuals approaching retirement who want confidence in their financial plan and clarity about their next chapter.

Comprehensive Financial Planning Services

From portfolio management to retirement planning, our work is centered on long-term strategies that adapt as your life evolves.

Financial planning

Financial Planning

Comprehensive financial planning that aligns your money with your goals, values, and life priorities. Our planning process addresses cash flow, savings strategy, tax-aware decision making, major life transitions, and long-term retirement planning.

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Portfolio management

Portfolio Management

Evidence-based portfolio management designed around your risk tolerance, time horizon, and long-term objectives. Portfolios are thoughtfully constructed, monitored, and rebalanced using research-driven principles to support disciplined investing through changing market conditions.

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Retirement planning

Retirement Planning

Retirement planning focused on clarity, sustainability, and confidence. We help clients prepare for the transition from saving to spending by evaluating income needs, withdrawal strategies, tax considerations, and long-term portfolio sustainability.

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Our Financial Planning & Portfolio Management Process

Our financial planning process is designed to be thoughtful, transparent, and adaptable. We focus on understanding your goals first, then building and managing portfolios that support long-term confidence rather than short-term speculation.

1

Understand Your Goals

We begin by listening. Understanding your concerns, priorities, and vision for the future helps us create a plan that truly fits your life.

2

Build Your Custom Plan

Using research-backed strategies, we develop a comprehensive plan tailored to your specific situation, risk tolerance, and timeline.

3

Monitor and Adapt

Life changes, and so should your plan. We provide ongoing guidance, regular reviews, and clear communication as your needs evolve.

Research & Insights

We believe in sharing knowledge. Our writing and podcast content reflects our commitment to education, independent thinking, and helping clients understand the principles behind successful investing.

The Long and Short of It

Why time, not timing, drives investment success

The Long and Short of It Podcast

Why time, not timing, drives investment success
Modern financial research workspace with books, documents, and laptop showing investment charts.

1 in 4 people who are 59 or older have no retirement savings.

Let us help you start investing today to plan for a better tomorrow!

Start a Conversation

Our first conversation is exploratory—no obligations, just clarity.

Frequently Asked Questions

Clear answers to common questions about financial planning, portfolio management, and retirement strategy.

What does it mean to be a fiduciary?
A fiduciary is legally and ethically required to act in the client’s best interest. In practice, that means advice is built around your goals and circumstances—not around product commissions or sales incentives.

Do you work with clients outside of Maryland?
Yes. We work with clients across the Mid-Atlantic—including Maryland, Virginia, Pennsylvania, Delaware, and Florida— and can serve clients throughout the continental United States, depending on eligibility and regulatory requirements.

What’s the difference between financial planning and portfolio management?
Financial planning is the broader roadmap—covering goals, cash flow, retirement strategy, risk management, and decision-making frameworks. Portfolio management focuses specifically on how investments are allocated, implemented, monitored, and rebalanced over time.

How does the “first conversation” work?
The first conversation is an exploratory call to understand your goals, timeline, and what you’re looking for in an advisor. We’ll also explain how we work and outline potential next steps. There’s no pressure—just clarity.

What types of clients are a good fit for Odyssey Investments?
We’re typically a strong fit for clients who value long-term discipline, want a clear plan, and prefer an evidence-based approach over chasing trends. Many clients are professionals building wealth, families planning ahead, and pre-retirees seeking clarity.

Built on Trust

Fiduciary. Client-first. Research-driven.

As fiduciaries, we're legally and ethically bound to act in your best interest. This isn't just compliance—it's the foundation of how we think about our responsibility to you and your financial future.

Ready to Start the Conversation?

Great financial relationships begin with understanding. Let's explore how thoughtful planning can help you achieve your goals.

Start a Conversation

Our first conversation is exploratory—no obligations, just clarity.