We’re Dedicated to Developing
Individualized Solutions and Relationships
As an SEC Registered Investment Advisory (RIA) firm, we specialize in Wealth Management.
We assist our clients in forming clear and appropriate investment goals. Using broadly diverse funds with low costs, we implement globally diversified investment portfolios. We then help our clients maintain perspective and long-term discipline.
We Provide Service to:
Individuals
Trusts
Not-For-Profit Organizations
Retirement Plans
Maintaining Values
Established In Our Roots
The foundation of Voyager as an independent, fee-only investment advisor and financial planning firm stems back to 1999 when Robert Anderson, principal and managing director of Voyager Wealth Management, LLC, started his own firm, The Index Advantage, Inc. Today, our team of professionals has over 65 years of combined experience serving clients.