Client Satisfaction 5.0 / 5 rating based on 79 reviews
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  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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  • Your financial priorities

    Learn more about key financial and investment insights to help you achieve your goals.

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  • How we work

    We provide personalized advice based on what’s most important to you.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Mission and Vision

Our Mission

At Odyssey Financial Advisors, our team encourages families and businesses to clearly define their financial goals, instills confidence through financial advice and education, and builds lifelong relationships while enjoying adventures along the way.

Our Vision

Odyssey Financial Advisors guides generations of families to impact the community and create a legacy of brilliance and purpose.

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Odyssey offers a multigenerational approach

When it comes to financial wellness, Odyssey's team members believe the whole family deserves a seat at the table. We are dedicated to meaningful conversations that uncover each generation's unique financial goals & priorities.

The Odyssey approach involves crafting personalized financial strategies that resonate with the varied aspirations & priorities of younger and older family members. We emphasize the importance of financial literacy across generations, empowering each family member to make informed decisions for their future.

Odyssey’s team members can help you with a tailored, multi-generational financial planning experience. Learn more about how we work.