Why We’re Different

When it comes to choosing a financial advisor, it’s important to choose carefully. He or she has the potential to profoundly impact you, your family and your business. Not just financially, but personally. Partnering with an advisor that you feel comfortable with and confident in, can mean the difference between a wonderfully positive - and a devastatingly negative - experience.

At Odyssey Wealth Services, we believe that life should be a long journey, full of adventure. As independent advisors, our goal is to help you plan for the life you deserve to live. Whether your adventures take you around the world in retirement, or keep you here at home with your loved ones - our family is here to help yours.

As a team, we believe in providing services that are:

  • Objective: Affiliated with the largest independent broker-dealer in the country, LPL Financial, our firm is free to give advice and suggest products that are truly in your best interest.

  • Honest: Whether what’s best for you is easy or hard to hear, we will always tell you the truth about your plan, portfolio and financial outlook.

  • Relatable: Maybe we haven’t stood in your exact position, but our life experiences have prepared us to help you through the good times, as well as the bad.

  • No-Pressure: The suggestions we make are exactly that - suggestions. We provide guidance that is in your best interest, but the final investment decision is ultimately yours to make. Our goal is for you to feel confident, which is why we will never pressure you to make a decision on the spot, or talk you into something you aren’t absolutely sure of.

  • For Everyone: Whether you just entered into the workforce with loan debt and minimal assets, or are nearing the end of a successful multi-decade career, Odyssey Wealth Services believes that every person can benefit from working with a financial professional, at any stage of life.

Our holistic financial planning services may not be unique, but the people behind the strategies, are. Odyssey Wealth Services is a team of professional advisors who are knowledgeable and passionate about the financial industry. We are committed to going above and beyond in order to make our clients feel more confident and secure in their finances.

Call today to schedule your complimentary first appointment and discover the Odyssey Wealth Services difference for yourself.