Comprehensive financial advice since 2006

Odegaard Financial has been a financial services firm since 2006, with 45 years of financial industry experience inside our doors. Tailored with advisor experience and diligence, we seek to help investors pursue their goals through efficient and thorough strategies.

Our objective in the financial planning relationship is for our clients to reach a point in their lives where they feel comfortable financially.

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Your Process

Your Process

We create strategies tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

Our services are open to any investor that is looking to grow their wealth for the future and desires financial security or financial confidence. It is never too late or early to start the financial planning process, regardless of your goals and objectives. We aim to see that our clients have an experienced, knowledgeable resource available to them throughout the financial planning process.

Your goals are our goals.

Your goals are our goals.

Regardless of whether you need the experience of a full-service financial planning firm or just an individually controlled, self-directed platform to begin your investment journey, the advisors at Odegaard Financial are able to provide what you need to work towards your desired financial objective.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

Learn how our services can help you pursue your financial goals.

What are your goals?

Financial Stability

We seek to create a financial relationship with our clients that comforts them. Creating, implementing, and monitoring a successful comprehensive financial plan may need the advice and service of a financial professional. The team at Odegaard Financial is dedicated to creating a financial plan and establishing a financial relationship that provides you comfort, stability, and confidence.

Growth

Through our many years of industry experience, we feel we are uniquely qualified to help you with your goal of growth. Historically, clients with an objective of growth have experienced unexpected and, at times, substantial volatility. This objective, in particular, may require a financial partner like Odegaard Financial. Our experience can guide you on the path to obtaining your growth objective.

Retirement

Everyone seeks to retire at some point in their life and we would like to help you make that dream a reality. We want to help you reach a financial status that allows you to retire at an age you are comfortable with. We are able to lay out a full retirement plan that will give you a good idea of when you will be able to enjoy your post-career life.

Income

Income, specifically in retirement, is one of the MOST important investment objectives we work with at our firm. Your investment portfolio will, most likely, be responsible for creating at least a portion of the income you will live on in retirement. Odegaard Financial’s team has experience in this particular area, can add value and provide you with confidence as it pertains to your retirement income objective.

Family Wealth Protection

We know that most all people have a family they care for that needs to be financially protected in case of a tragedy. We are here to help you properly plan for that instance if it ever should happen. Through insurance and investment plans, we are able to create a portfolio that can pass wealth to family members in case of a death.

Trusted Advisors

If you have ever had problems trusting your financial advisor or are looking for someone that you can trust with your money, we can be that for you. Everything we talk about in the office is confidential, and we do everything in our power to protect, grow, and make sure your wealth is there for you when you need it. We have been working for over 30 years with many clients, so you can feel safe with us.

Meet Our Team

Start Your Relationship With Odegaard Financial

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