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Your Guide

Serving God and our clients to identify and fulfill your life’s dreams in a caring and personalized environment.

Each of us has a story. A story no one else can tell. It’s about life, faith, family, careers, hobbies, experiences, successes, failures, joys and heartaches. It’s a journey that lasts a lifetime. One that hopefully will leave the world a better place because of the contributions you’ve made – your own personal odyssey!

As you make decisions along the way, what’s the wisest thing you can do?

At Odyssey Personal Financial Advisors, we believe one of the wisest things you can do is find a trusted partner to walk alongside you on your odyssey. We can help you define your roadmap, stay on course, and make sound decisions along the way.

Located in Roswell, Georgia since 1984, our team continues to pride itself on delivering tremendous value and good stewardship to our affluent clients around metro Atlanta and beyond. Our clients experience an enduring relationship with our team that is built on honesty, quality advice, and exceptional service and follow-through.

We love what we do, and we are passionate about helping others. No matter what stage of life and/or transition you are in, Odyssey is here to help you be prepared. 

We partner with your existing professionals and/or make referrals to serve as your team of trusted advisors. Your team may include professionals that offer wills, trusts, insurance, tax preparation, mortgages, banking, health insurance and more.

Our Core Values

  • Relationships Matter
  • Character Counts
  • We Care
  • Meaningful Conversations About Money
  • Focus on What We Can Control
  • Simplify
  • Community Involvement
  • Enjoy Life