New wealth advisory opens in Lancaster

Shelby White//September 17, 2018

New wealth advisory opens in Lancaster

Shelby White//September 17, 2018

Founded by Larry Sherman and Aaron Sherman – father and son, respectively – the company works with individuals, families and businesses to organize and plan their financial futures. Its office is at 22A East Roseville Rd. in Manheim Township.

Larry Sherman, founding partner of Odyssey Group Wealth Advisors, previously was a partner with Sherman Werst Wealth Advisors in Lancaster.

Aaron Sherman, president and founding partner at Odyssey Group, was a financial adviser with Sherman Werst. 

The Shermans left Sherman Werst to start Odessey Group.

“The transition was fairly seamless because Larry Sherman and Jim Werst each had their own clients,” said Hope Graby, a spokeswoman for Odyssey Group.

Sherman Werst remains in business, but is changing its name, according to Graby.

Before becoming a financial adviser, Aaron Sherman worked at the Federal Reserve Bank of New York, coordinating reforms in derivatives markets with policymakers in the U.S. and around the world.

A resident of Manheim Township, Aaron Sherman also is vice president of the board of trustees of the Lancaster Public Library.

Serving as the new firm’s vice president is Drew Kavanaugh.

Previously he was responsible for investment policy review, portfolio strategy development and implementation for Ambassador Advisors LLC in Manheim Township.

Odyssey Group offers specialists in areas such as investment management, retirement planning, estate planning, tax planning, business planning and risk management.