Odyssey Wealth Management, LLC

Welcome to Odyssey Wealth Management, LP


Our mission at Odyssey Wealth Management, LP is to help our clients achieve financial independence through wealth accumulation and preservation while living a fulfilling and well-balanced life. We work with our clients to develop individualized comprehensive financial plans that are right for them. We believe our clients are more likely to achieve their unique goals and objectives if they are following a long-term plan that is tailored to their individual personality and situation.

We are a Dallas based Fee-Only registered investment advisor providing comprehensive wealth management, financial planning, and investment advisory services to individuals and their related entities. We do not accept any form of commissions or payments from third-parties, therefore we are able to provide objective and unbiased advice to our clients. It is our belief that operating in an independent, conflict-free environment is the only way to ensure our clients that every decision we make on their behalf is made in their best interest.

We would like to encourage you to continue down your road to financial independence by contacting us to learn more about how we can work together to make your goals a reality through the use of independent, objective, and comprehensive advice.

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Advisors at this Office

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This Office

2805 Dallas Pkwy Ste 200 Plano, TX 75093-8719 Phone: (972) 636-5037 Fax: 866-636-4786

Primary Office

2805 Dallas Pkwy Ste 200 Plano, TX 75093-8719 Phone: (972) 636-5037 Fax: 866-636-4786