ODIFINANCIAL

Shining the Light on Your Financial Future

Financial planner in Lynbrook, NY (show on map)

Long Island financial advisor specializing in entertainment, NFTs, and wealth management for actors and high-net-worth individuals.

Call (973) 394-0404

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About

For over three generations, ODI Financial has provided personalized financial consulting and professional services in financial planning, wealth management, and insurance. Our proprietary ODI Process allows deep client understanding and long-term relationships, serving accountants, lawyers, entertainers, and entrepreneurs with a unique suite of financial solutions.

Proprietary ODI Process

Comprehensive suite of financial solutions under one umbrella

Specialized services for entertainers and high-net-worth clients

Access to outstanding investment managers screened by an investment committee

Services

Financial Planning

Meaningful long-term, multi-generational wealth preservation through highly specific financial plans.

Multi-generational planning Complex financial, legal, philanthropic, and tax planning integration

Wealth Management

Professional guidance, exceptional service, and access to outstanding investment managers screened by our investment committee.

Managed portfolios (stocks, ETFs, mutual funds) 529 college savings plans Property development investment opportunities

Insurance Services

Corporate benefits, life insurance, LTC, disability insurance, and brokerage of life insurance policies.

Corporate benefits analysis Life, LTC, and disability insurance solutions Independent insurance agency services

Credentials & Certifications

Top-100 Financial Advisor (Investopedia)

Since 2021

Top Financial Advisor under 40 (American Bankers Association)

Since 2021

Frequently Asked Questions

What is the ODI Process? +

A proprietary process that thoroughly evaluates all aspects of a client’s life to develop a customized financial plan, structured into Organize, Define, and Implement phases.

How does ODI Financial support entertainers and actors? +

ODI Financial provides specialized financial planning, wealth management, and insurance services tailored to the unique financial needs of entertainers and actors, including NFT financial advisory.

What types of insurance services does ODI offer? +

ODI Financial offers corporate benefits analysis, life insurance, LTC, disability insurance, and independent insurance agency services, including brokerage of life insurance policies.