What We Believe

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:

  • Relationships: When you partner with our firm, you become part of our family. We strive to build long-lasting relationships with the individuals, families and businesses we serve.

  • Honesty: The advice and guidance we provide is always in your best interest. When we see our clients at the grocery store, or run into their family enjoying dinner at a restaurant in town, we look them in the eye and wave hello. This may not seem like a big deal, but to us, it means we are living out our mission and fulfilling our purpose as a firm.

  • Independence: The professionals at Odyssey Wealth Services are affiliated with the largest broker-dealer in the United States - LPL Financial1. This partnership means that we are able to give advice and suggest products that are in your best interest, and offer products based on your needs and not based on sales quotas.

  • Integrity: Trust, honesty, integrity. However you prefer to say it, you can expect to receive it when you work with our team of advisors.

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 1996-2022, based on total revenue.