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Odyssey Financial Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial was named one of TIME’s America’s Most Iconic Companies of 2026

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Mission and Vision
Odyssey offers a multigenerational...
Business Transition Planning for...
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.

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.

Business Transition Planning for Business Owners
You’ve worked hard to build your business equity—and you shouldn’t face a succession transition alone. We can help you navigate business decisions and work toward long-term financial well-being for you and your family.
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Business Transition Planning for Business Owners
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