Our Story and Services

Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Alternative Investments2
  • Retirement Planning3
  • Wealth Planning4
  • Financial Planning5
  • Asset Management6
  • Cash Management and Lending Products7
  • Professional Portfolio Management8
  • Estate Planning Strategies9
  • Planning for Education Funding10
  • Philanthropic Management11
  • Long Term Care Insurance12
  • Life Insurance13
  • Divorce Financial Analysis14
  • Structured Products15
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Financial Planning with the Odyssey Planning Group

Financial Planning with the Odyssey Planning Group

Your wealth strategy doesn’t just consider your investment objectives. Rather, it is tailored to address the personal life goals you’ve identified and prioritized.

Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.

LifeView® helps us:
- Analyze your current investments, and financial situation
- Review and prioritize your goals with you, such as Retirement
- Education funding
- Major purchases and philanthropic goals
- Protect your goals
- Develop wealth transfer strategies
  • Click the links below to access the sample LifeView® Goal Analysis and Client Profile:
    LifeView Financial Goal Analysis Client Profile
  • A LifeView Financial Goal Analysis or LifeView Financial Plan (“Financial Plan”) is based on the methodology, estimates, and assumptions, as described in your report, as well as personal data provided by you. It should be considered a working document that can assist you with your objectives. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) makes no guarantees as to future results or that an individual’s investment objectives will be achieved. The responsibility for implementing, monitoring and adjusting your financial goal analysis or financial plan rests with you. After your Financial Advisor delivers your report to you, if you so desire, your Financial Advisor can help you implement any part that you choose; however, you are not obligated to work with your Financial Advisor or Morgan Stanley.
    Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using LifeView Goal Analysis or LifeView Advisor. When your Financial Advisor prepares and delivers a Financial Goal Analysis (i.e., when using LifeView Goal Analysis), they will be acting in a brokerage capacity. When your Financial Advisor prepares a Financial Plan (i.e., when using LifeView Advisor), they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. This Investment Advisory relationship will begin with the delivery of the Financial Plan and ends thirty days later, during which time your Financial Advisor can review the Financial Plan with you. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at http://www.morganstanley.com/ourcommitment/.

    Working With You

    At the Odyssey Planning Group at Morgan Stanley, quality of personalized service is the fundamental principle that drives everything we do. Therefore, our practice is limited to a select number of clients and their families, so we may deliver the dedicated time, attention and service they each deserve. You’ll find that whatever your goals are, we are committed to the following core tenets:
    • EXPERIENCE
      Our team offers wisdom gained from decades of collective experience working with affluent families to help them solve problems. We focus on helping people whose lives are in transition; specifically, individuals retiring from a Fortune 500 company, business owners selling their business, as well as those managing a life-changing event like the loss of a spouse or a divorce.
    • INSIGHT
      Our experience and insight help map out innovative, forward-thinking strategies designed to achieve your specific objectives. We are committed to professional development, having earned a number of advanced industry certifications and designations. This enables us to remain on the forefront of the most effective strategies, while continually striving to create a more powerful client experience.
    • ACTION
      Even the best strategy can be ineffective without focused, decisive action. That’s why our custom-created recommendations are clearly outlined with rationale and action steps. To help your strategy stay on track, we set timelines and meet with you regularly to measure progress and make any necessary adjustments.



      When you invite us into your life to care about you and your family’s future, we take that trust very seriously. It is this openness that facilitates a high level of clarity and guidance.

    Location

    1650 Tysons Blvd
    Suite 1000
    McLean, VA 22102
    US
    Direct:
    (703) 556-8100(703) 556-8100

    Meet Odyssey Planning Group

    About Me

    Janet Hroncich is a First Vice President with Morgan Stanley and managing principal of The Odyssey Planning Group.

    Janet focuses on working with high net worth individuals with complex financial and estate planning needs.

    Janet earned her MBA from Golden Gate University in San Francisco, CA and her BA from Dickinson College in Carlisle, PA. After a successful career working at the National Security Agency and as a defense contractor, Janet decided to pursue a career in financial planning in 1999.

    Janet is a CERTIFIED FINANCIAL PLANNER™ ™ practitioner and a Chartered Financial Consultant® and is committed to helping her clients achieve financial independence.

    Janet is active in numerous professional and philanthropic organizations, including:

    Member, Epworth Methodist Church, Rehoboth Beach, Delaware

    - Stewardship Pathway (2013 – 2015)

    - Planned Giving and Endowment Chairperson (2013 – 2015)

    Member, WE@MS (Women Engaged at Morgan Stanley)

    Volunteer and Fundraiser for Alex’s Army Childhood Cancer Foundation, Haymarket, Virginia

    Board Member, Miriam’s Table, Rehoboth Beach, Delaware

    In her free time, Janet enjoys boating, golf, traveling and is an avid sports fan

    Securities Agent: AL, CA, CO, DC, DE, FL, GA, IL, KY, MA, MD, NC, NE, NJ, NV, NY, PA, SC, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative

    NMLS#: 1310715
    Securities Agent: AL, CA, CO, DC, DE, FL, GA, IL, KY, MA, MD, NC, NE, NJ, NV, NY, PA, SC, TX, VA, WA, WI; Investment Advisor Representative; General Securities Representative
    NMLS#: 1310715

    About Me

    Tom’s role within the The Odyssey Planning Group is developing customized comprehensive financial plans, assets allocation analysis and portfolio management for new and existing clients. Tom is a graduate of Virginia Tech with a degree in Finance from the Pamplin School of Business as well as a degree in Family Financial Planning.

    Tom has over 10 years of financial planning experience and is both a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Retirement Planning CounselorSM. Tom and his family reside in Fairfax, Virginia, and in his free time he enjoys playing golf, following the Virginia Tech Hokies, and spending time with family and friends.

    Securities Agent: AL, CA, CO, DC, DE, FL, GA, IL, KY, MA, MD, NC, NE, NJ, NV, NY, PA, SC, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative

    NMLS#: 1794294
    Securities Agent: AL, CA, CO, DC, DE, FL, GA, IL, KY, MA, MD, NC, NE, NJ, NV, NY, PA, SC, TX, VA, WA, WI; Investment Advisor Representative; General Securities Representative
    NMLS#: 1794294
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    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    11Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

    12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    13Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    14Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    15Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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