340 May Mart Drive
At Odyssey Wealth Services, what we believe about investing and finances matters to us. As someone who is looking to partner with a financial services firm, it should matter to you, too. Discover more about what we believe by exploring our firm’s mission statement, values and philosophy.
Our Mission is to improve lives by creating financial independence, freeing you to focus
your energies on areas that give your life meaning, purpose, and fulfillment.
Our Values aren’t merely suggestions, but serve to guide our team in every plan creation and client interaction we have. At Odyssey Wealth Services, we value:
Our Philosophy is that every person, at every age, and in every stage of life, deserves to experience the benefits of working with a financial advisor. We help farmers, hair stylists, students, teachers, nurses, construction workers, young careerists, and established professionals - all pursue their financial goals and dreams.
Whether you have been turned away by other firms, or are seeking planning services for the first time in your life, we would be honored to partner with you on your personal financial journey.
1As reported by Financials Planning magazine, June 1996-2017, based on total revenue.