Philosophy

Our singular purpose, as individuals and as a company, is to help you achieve your financial and personal goals.  Everything we do – and the way we go about doing it – is guided by our commitment to provide client-centered wealth management services.   To honor this commitment, we have structured our services in a way that we feel puts your interests first.

We Are A Fiduciary

A fiduciary is a professional who is legally bound to serve the interest of his/her clients.  Most financial providers are not fiduciaries.  Odyssey Wealth Management, LLC is a fiduciary and puts your best interest first.

We Are Fee Only

We receive no commissions or product-based compensation.  We are paid solely and directly by you, our client.

We Are Independent

We work only for you; not a bank, brokerage firm, insurance company or mutual fund.  Our recommendations are based upon what we feel is best for you, not what is best for some third-party provider.

We Are Service Based

Just like Doctors, CPA’s, and attorneys we charge a fee based on our knowledge and expertise. Our advice puts our client’s best interests first.

Is Odyssey the right fit for you?

Find Out Here