• 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. 

    Contact us
  • 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.

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

4 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)