Joshua Groff
Odyssey Group Wealth Advisors · Lancaster, Pennsylvania
Joshua Groff is a fee-only financial advisor at Odyssey Group Wealth Advisors in Lancaster, Pennsylvania. Odyssey Group Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Odyssey Group Wealth Advisors |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $420.9M across 760 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6138490 |
| Exams passed | Series 63 (2013) · Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ogwa.com |
| Profile |
How Joshua's firm compares
- Odyssey Group Wealth Advisors's average account is about $554,000, from its Form ADV (assets managed divided by 760 accounts).
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Questions about Joshua
Is Joshua Groff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Odyssey Group Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Odyssey Group Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Joshua Groff based?
Joshua Groff is based in Lancaster, Pennsylvania.
Is Joshua Groff registered with the SEC?
Yes. Joshua Groff is registered as an investment adviser representative in PA (CRD 6138490), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Odyssey Group Wealth Advisors manage?
Odyssey Group Wealth Advisors reports $420.9M across 760 accounts in assets under management.
How do I contact Joshua Groff?
Through Joshua's website, www.ogwa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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