About Odyssey Group

Core Values

We are here to guide, support, and inform you on your financial journey through our commitment to the following values:

Teamwork

We believe in the collective power of a group working on your behalf. As we get to know you, we want you to get to know us. We come together, with you and for you, to make confident and informed decisions. As an Odyssey Group client, our team is here to support you.

Unparalleled Service

Your needs are second to none. We aim to leave you impressed by our level of professionalism, courtesy, and follow-up. Our team delivers solutions, provides answers, and resolves issues as quickly as possible. We’ll raise any issues that require your attention and proactively handle the ones that don’t.

Integrity

Our advice is guided by your best interest. We hold ourselves to the highest ethical standards to devise a strategy that works for you. We want you to understand your options and the reasons for our recommendations.

Expertise

We apply our broad and deep grasp of the issues that matter most to your financial well-being. We want to help you accomplish your goals. Where appropriate, we will also ensure that you have access to skilled attorneys, CPAs, or other professionals. It’s not just our depth of knowledge in the industry but our breadth and diversity of experience that keeps our clients happy and makes us proud.