Client Satisfaction 5.0 / 5 rating based on 73 reviews
See disclosures

  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started

  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
    Explore insights

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.

Featured insights

  close
View more markets and economic insights

Financial guidance for the whole family

When it comes to financial wellness, the whole family deserves a seat at the table. We are dedicated to understanding and meeting the unique financial goals of each generation. We specialize in crafting personalized financial strategies that resonate with the varied aspirations of both younger and older family members.

Our approach involves engaging each generation in meaningful conversations about their distinct financial priorities. Whether it’s planning for education, retirement or personal investments, we ensure every voice is heard and every goal is addressed.

We also emphasize the importance of financial literacy across generations, empowering each family member to make informed decisions for their future. For a tailored, multi-generational financial planning experience, we are ready to assist.

Refer us