A complete list of active advisors currently associated with Odyssey Financial Services LLC

Warmer can help you find a great advisor at Odyssey Financial Services LLC or one who fits your needs even better.

Odyssey Financial Services LLC offers investment management and financial planning to individual investors and small businesses, providing portfolio construction, optional discretionary account management, and written financial plans. The firm’s Form ADV shows no client assets as of January 15, 2026, and states it imposes no account minimums. The firm’s process begins with a client risk assessment to build an asset allocation that primarily uses U.S. equities and bonds, and accounts are subject to periodic reviews and rebalancing on an annual, bi‑annual or quarterly basis; clients may impose reasonable restrictions and choose discretionary or non‑discretionary arrangements. Fee arrangements combine flat assessment charges for plan and portfolio creation with an hourly rate for ongoing meetings and revisions, while discretionary management is billed separately as a stated percentage of assets when used. Noteworthy distinctions relative to many investment managers include the firm’s reliance on flat and hourly billing for ongoing advice rather than solely on percentage‑of‑AUM fees, and its explicit focus on serving individual, non‑high‑net‑worth clients and small businesses. The brochure also discloses that the firm’s principal maintains concurrent software engineering employment and that the adviser recommends a range of retail and institutional custodians, facts that may bear on adviser availability and operational capacity.

To learn more about the advisors currently working at Odyssey Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.