About Us
About ODI Financial
For more than three generations, ODI Financial has provided individuals, families and corporations with personalized financial consulting and professional services in the areas of financial planning, wealth management and insurance. We shine the light on the optimal path that best suits each client’s unique financial journey in a dynamic manner.
Our proprietary ODI Process allows us to understand each of our clients on a deeper level and develop a long-term relationship built on sound counsel and sage advice. From accountants and lawyers to entertainers and entrepreneurs, our clients continuously turn to ODI because our guiding light shines the brightest.
WHY WORK WITH US
We shatter the complexities of wealth and investment management. We make decision-making easy for our clients by streamlining the process into simple, digestible and transparent factors to help them see the value working with ODI.
Building a lasting relationship is our top priority. Our proprietary ODI Process allows us to understand each of our clients on a deeper level, visualize a roadmap of their life goals and support them through every life milestone.
Essential financial services under one umbrella. Our unique service model incorporates specialists in the areas of corporate benefits, life insurance, wealth management and financial planning under one umbrella. This allows us to provide our clients with a comprehensive suite of solutions for all their financial needs.
HOW WE WORK
Utilizing our proprietary ODI Process, we thoroughly evaluate all aspects of your life to develop a customized plan to achieve your financial goals.
Organize
Define
Implement
SPECIALTY DIVISIONS
Financial Planning
We believe that meaningful long-term, multi-generational wealth preservation is achieved by establishing a highly specific financial plan. Within the realm of serious planning, no discipline stands alone. Our Wealth Strategists understand the challenges of the exceedingly complex intersect of multi-generational financial, legal, philanthropic and tax planning.
Wealth Management
We provide professional guidance, exceptional service, and access to outstanding Investment Managers. Vetted by our Investment Committee, our qualified Investment Managers can assist clients with opening a variety of managed portfolios including diversified stock baskets, ETF’s and mutual funds. We also offer 529 college savings plans and property development investment opportunities, providing customized options across traditional and alternative asset classes. If you are looking to free up your time, reduce your stress and diversify your portfolio, our Investment Team is here to help.
Insurance Services
From corporate benefits to life insurance we have the ability to provide an array of insurance solutions.
Corporate Benefits
- We analyze various aspects of your business including culture, industry and demographics in order to identify the best corporate benefits solutions for you. Our Strategic Advisors apply a practical and strategic approach to help you make intelligent decisions on your corporate benefits investment, both now and in the future.
Unique Insurance Offerings
- Through our independent insurance agency, ODI provides life insurance, LTC and disability insurance. We also support professional services firms and individuals with underwriting, marketing and back office support. ODI can also broker the sale of life insurance policies to a third party.
