Growth on Your Terms: Aaron Sherman on Independence

Dec 19, 2025

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Aaron Sherman has never been interested in chasing growth for growth’s sake.

In this episode of The Advisor Journey, Aaron, president of Odyssey Group Wealth Advisors, shares how his firm chose a slower, more intentional path—one centered on deep client relationships, long-term clarity, and values-led decision-making.

Aaron walks through his journey from Commonwealth to full independence, the decision to register his own RIA, and why control and alignment mattered more than speed. He also explains how focusing on intentional philanthropy created stronger client trust, clearer differentiation, and organic growth without forcing scale.

This conversation offers a grounded perspective for advisors deciding what kind of firm they actually want to build—and what it takes to stay true to that vision over time.

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