Odyssey Financial Advisors

What Odyssey Financial Advisors does

Odyssey Financial Advisors is a private wealth advisory practice operating under Ameriprise Financial Services, LLC, headquartered at 130 Dudley Pike, Suite 250 in Edgewood, Kentucky. The firm serves individuals, families, and business owners in the Northern Kentucky and Cincinnati region through a team of approximately 14 professionals, including five financial advisors (Scott Brooks as CEO/Private Wealth Advisor, Melissa Kelly as CMO, Scott Osborne as CFO, Spencer Grome, Benjamin Gehrke, Austin Nolan, and Matthew Ruffolo) supported by nine operations and client service staff. Its core offering is comprehensive financial planning organized around service modules including retirement planning, wealth preservation, estate planning, investment management, tax planning, insurance, business transition planning, multigenerational planning, and specialized strategies for women, domestic partners, and corporate executives. The practice differentiates through a multigenerational family engagement model and a team-based advisory structure rather than individual advisor relationships.

The firm's underlying technology platform is the Ameriprise Financial digital platform, providing tools for financial planning, investment management, client engagement, and digital access including financial calculators and digital tools. Odyssey does not disclose proprietary technology development. The practice has earned the Ameriprise Client Experience Award for six consecutive years (2020-2025) and maintains a 5.0/5.0 client satisfaction rating based on 60 reviews. Its primary customer segments are multigenerational families and business owners, with secondary segments of pre-retirees/retirees, corporate executives, and women/domestic partners.

The business model is a relationship-based advisory practice operating as a franchise branch of Ameriprise Financial Services, LLC. Revenue is generated through subscription/recurring advisory fees tied to assets under management and financial planning services, with a complimentary initial consultation as the entry point. Client acquisition is primarily through referrals, supplemented by digital marketing (email newsletter, Facebook, Instagram), content marketing, and community engagement through the Casual for a Cause initiative and partnerships with local nonprofits. There is no digital self-service distribution; all client engagement occurs through scheduled consultations, phone, email, or in-person meetings at the single Edgewood office.

Name

Odyssey Financial Advisors

Legal name

Odyssey Financial Advisors (operating under Ameriprise Financial Services, LLC)

Website

https://yourodyssey.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Odyssey Financial Advisors is a private wealth advisory practice operating under Ameriprise Financial Services, LLC, serving individuals, families, and business owners in the Northern Kentucky/Cincinnati region with comprehensive financial planning, investment management, and multigenerational wealth strategies.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Estate & Legacy Planning Advisory (FSAEAAAG), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Financial planning advisory
• Retirement planning strategies
• Investment management services
• Estate planning strategies

Headquarters

HQ city

Edgewood

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Planning and Advisory Services: The firm generates revenue through comprehensive financial planning services including retirement planning, wealth preservation, estate planning, investment management, tax planning, and insurance services. They operate as a franchise/branch of Ameriprise Financial Services, LLC.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Odyssey Financial Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC, providing comprehensive financial planning and advisory services to individuals, families, and business owners in the Edgewood, KY area and broader Northern Kentucky / Cincinnati region. The firm delivers relationship-based financial planning covering retirement planning, wealth preservation, estate planning, investment management, tax planning, insurance, multigenerational planning, business transition planning, and charitable giving strategies through a team-based model. Client engagement begins with a complimentary initial consultation followed by ongoing advisory relationships.

Product overview

Odyssey Financial Advisors is a private wealth advisory practice operating as part of Ameriprise Financial Services, LLC. The firm offers a comprehensive suite of financial planning services organized around core modules including retirement planning, wealth preservation, estate planning, investment management, tax planning, insurance, and specialized planning for business owners, executives, and multigenerational families. The practice provides these services through a team-based approach with individual advisors (Scott Brooks as CEO and Private Wealth Advisor, Melissa Kelly as Financial Advisor and CMO, Scott Osborne as CFO, Spencer Grome, Benjamin Gehrke, Austin Nolan, and Matthew Ruffolo as Associate Financial Advisors) supported by operational staff. Additional digital offerings include financial calculators and digital tools accessible to clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Odyssey Financial Advisors Private Wealth Advisory Practice A private wealth advisory practice under Ameriprise Financial Services, LLC, providing comprehensive financial planning and advisory services to individuals, families, and business owners in the Edgewood, KY area. Delivered through a team-based model with multiple advisors supported by operations and client service staff, with client engagement beginning through a complimentary initial consultation.

Quantifiable outcome

• 5.0/5.0 client satisfaction rating based on 60 reviews
• +1 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Ameriprise Financial Services, LLCcoreOthersOdyssey Financial Advisors operates as a private wealth advisory practice/franchise of Ameriprise Financial Services, LLC. The firm leverages Ameriprise's comprehensive platform including banking, investing, insurance, and annuities products, along with 130+ years of financial services experience and corporate resources.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Cambridge Investment Research: Independent broker-dealer supporting relationship-based advisors who deliver comprehensive financial planning. Closely matches Odyssey's operating model of advisor practices delivering holistic planning within an independent broker-dealer umbrella.
• Northwestern Mutual: Hybrid advisor-led wealth and protection practice with a similar relationship-based, planning-led GTM targeting multigenerational families and business owners. Comparable in combining insurance, investments, and comprehensive planning under one advisory relationship.
• Cetera Financial Group: Independent advisor-solutions platform hosting thousands of financial professionals under multiple brand networks — structurally analogous to Ameriprise's franchise model that hosts Odyssey. Similar relationship-led, planning-oriented practices operate under Cetera.
• LPL Financial: Largest independent broker-dealer in the US, hosting thousands of advisor practices with planning and wealth management offerings. Directly comparable to Odyssey as a hosted advisor practice within a national BD/RIA infrastructure.
• Raymond James Financial Services: Independent broker-dealer network with branch-based financial advisors offering comprehensive wealth planning, retirement, and estate services — directly comparable to Odyssey's franchise advisor model within a larger platform.
• Edward Jones: Large US broker-dealer with a similarly branch-based, advisor-led wealth management model targeting Main Street HNW clients. Directly comparable to Odyssey in GTM motion (local relationship-based advisor offices) and Ameriprise-style franchise structure; Odyssey's COO previously led operational groups at Edward Jones.

Broad incumbents

• Fidelity Wealth Services: Diversified wealth manager offering dedicated advisor relationships alongside digital advisory (Fidelity Go) and self-directed channels. Comparable breadth of services (planning, investments, retirement) and a major competitor for Odyssey's HNW target market.
• Charles Schwab Wealth Advisory: National wealth advisory offering spanning self-directed, hybrid robo, and dedicated advisor models. Competes for the same HNW client segments as Odyssey, but with proprietary technology, scale advantages, and lower-cost digital alternatives.
• Merrill Lynch Wealth Management: Bank of America's wealth management division and one of the largest US advisor networks. Overlaps with Odyssey on comprehensive financial planning and HNW advisory services, but at vastly greater scale and with broader corporate resources.

Emerging players

• Fisher Investments: Independent RIA specializing in portfolio management for high-net-worth investors with an asset-based fee model. Overlaps with Odyssey on discretionary investment management for HNW clients, but operates at much larger scale and primarily via remote relationships.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/ScottBrooksAmeriprise
• Instagraminstagram.com/odyssey_financial_advisors
• LinkedInlinkedin.com/company/odysseyfinancialadvisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Odyssey Financial Advisors