Broker Check

Meet Our Team

We Help You Create Your Personal Blueprint for Financial SuccessSM

This financial blueprint becomes a type of roadmap to guide you financially on your life's journey. Just as you would not want to build your home without a set of blueprints to assure successful completion, neither would you want to build your life's dreams including such things as a plan for a comfortable retirement, a prudently designed investment portfolio and a successful plan for the education of your children and grandchildren without a well thought out and professionally designed financial blueprint.

We stand ready to help you along your way. Please take the time to peruse through our website. Learn about our process by watching the brief, yet informative educational videos which will help to answer many of your questions. Review samples of reports that we can provide to you to answer any number of your financial concerns (these can be found by clicking here, Sample Financial Reports). And click the "Get Started" TAB to begin your financial journey with The O'Day Group. Feel free to come back to visit often and you are welcome to refer your friends to this website which we will continue to update with new and timely content.

Kevin J. O'Day, CFP®

President

(302) 737-4700 ext. 105

kevin@theodaygroup.com

Kevin J. O’Day is the CERTIFIED FINANCIAL PLANNER™ and founding partner of The O’Day Group. Since the mid 1980’s Kevin has served Delaware and the surrounding east coast states as a dependable financial resource...
Read more

Lisa M. O'Day, RN

Office Manager

(302) 737-4700 ext. 101

lisa@theodaygroup.com

Lisa M. O’Day is the Office Manager and Registered Nurse of The O’Day Group. In support of advisor, Kevin J. O’Day, CFP ® they have worked together for over 20 years, helping client’s understand and reach...

Read more
Client Focused

Client Focused

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us