• Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

The Voyage Financial Group embraces the spirit of travel and passage because we believe retirement is a journey, not a destination. The path you take is continually evolving.

Discovery: We start by understanding you. Each individual investor has personal experiences that have shaped their view of money and their risk tolerance. Only after getting to know you on a personal level can we begin to construct a plan to meet your goals and objectives.

Charting: Our team will evaluate your current situation and identify risks and opportunities. Our financial planning process focuses on the two key questions about retirement: How much income can I receive, and will my money last? Since we take a holistic approach to financial planning, we're accustomed to collaborating with CPA’s, attorneys and other specialists.

Our Services

Each prospective client meets with a Voyage Financial advisor to discuss retirement goals, expectations and plans for the future. A personal financial plan is then developed using a financial planning tool. As a Voyage client you can expect:

    • Active reviews and management of your accounts
    • A wide range of investment choices for your portfolio.
    • Periodic reviews, to not only review investment performance, but also to track life, health or family changes that influence financial goals and objectives.
    • Advice and counsel on complex subjects that relate to personal wealth and confidence.
    • Quarterly Voyage newsletters with articles around personal and financial decisions.
    • Invitations to client events.

Our videos

5 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)