Get on a Clear Path to
Your Financial Journey
Personalized Planning, Sophisticated Strategies
When Life Happens,
Money Changes
Life events such as career shifts, inheritance, business sales, property transitions, divorce or and loss of a loved one can create financial uncertainty and complexity.
In these moments, the question often arises: “Will I be okay financially?”
At Voyager Wealth Advisors, we build lasting relationships with our clients, serving as trusted advisors to help navigate these changes and create a financial plan that supports their journey.
Strategies
Purposeful Planning
Plan confidently for your financial future. Voyager’s experience can help you craft a careful plan and tailored strategies for your financial independence.
Investment Management
Optimize your wealth with tailored investment strategies. We focus on growth, preservation, and adaptability to ensure your portfolio supports your evolving financial goals.
Legacy Wealth Planning
Preserve and extend your wealth for future generations. Our legacy planning services help you establish a meaningful, tax-efficient plan that reflects your wishes and values.
Tax Planning
Mitigate tax burdens and maximize wealth through proactive tax strategies. We help you keep more of what you earn with efficient, forward-looking tax planning.
Comprehensive Business Strategies
Gain confidence with professional guidance on every financial aspect of your business, from cash flow management to tax strategy, so you can focus on growing your enterprise.
At Voyager Wealth Advisors, we prioritize your financial well-being with a personalized approach to wealth management.
Exclusive Advisor Availability
Unlike some practices where advisors juggle 400+ households, we limit the number of households per advisor to a minimum—ensuring we have time to deeply understand your needs, provide personalized attention, and build meaningful relationships.
Expertise You Can Trust
With a well-structured advisory team, we have the experience to guide you through even the most complex financial decisions.
Simplifying Complexity
We simplify the intricacies of estate planning and wealth management, so you can focus on living your best life.
Meet the Voyager Wealth Advisors Team
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Chris N. Williams, CFP®
Managing Principal
Wealth Management Advisor, RJFS -
Eric Winter
Partner, Chief Financial Officer
Branch Professional, RJFS -
Jen Boyd
Chief Marketing Officer
Branch Professional, RJFS -
Kevin D. Rorie, CFP®, CDFA®
Partner
Wealth Management Advisor -
Sam Snow, CIMA®
Partner
Wealth Management Advisor -
Jake Fleischer, CIMA®, AIF®
Partner
Wealth Management Advisor -
Christopher D. Belote
Partner
Wealth Management Advisor -
Jason Hancock
Wealth Management Advisor
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Lori J. Baum
Wealth Management Advisor
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Jerry Holman, CFP®
Wealth Management Advisor
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William “Bill” Anderson, CFP®, AAMS™
Wealth Management Advisor, RJFS
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Michele Ing, CFP®, AAMS®
Wealth Management Advisor
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Max E. Larson
Wealth Management Advisor
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Jana L. Berry
Operations Manager
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Jeni Millar
Operations Manager
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Kristin Cradock
Client Services Associate
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Teyler London
Client Associate
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Rick Bell
Branch Associate
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Tom Fleischer
Client Associate
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Noah D. Williams
Marketing Assistant
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Christopher Cogar
Office Manager
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Duchess
Mascot
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Cody
Mascot
How to Get Started
1
Schedule a Discovery Session.
Meet with our trusted advisors to evaluate your financial situation and review your estate plan.
2
Design a Comprehensive Plan.
Our team will create a comprehensive financial plan tailored to your needs, providing a strong foundation for wealth succession, asset preservation, and any specific strategies required—whether it’s exiting a business, transferring wealth across generations, or planning for retirement.
3
Enjoy Financial Independence.
You can relax, knowing you have a solid plan in place and a team that understands what matters most to you. We keep a close eye on your finances, so you can focus on what you love.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Frequently Asked Questions
What’s the timeline for getting started with Voyager?
We understand that planning for retirement or organizing your financial future can feel overwhelming. Life is busy, and between work, family, and daily responsibilities, it’s easy to push these tasks to the back burner. Maybe retirement feels far away, or you’re unsure who to trust with your financial journey. The good news? Starting with Voyager Wealth Advisors is simple, and it takes less than three hours of your time.
- Data Gathering Meeting (60 Minutes):
We’ll collect key information about your accounts and financial goals to begin crafting your personalized plan. All you need are your account statements. - Financial Plan Presentation (90 Minutes):
Using the data collected, we present a customized financial plan. This meeting can be in person or online, ensuring convenience for you. - Implementation (30 Minutes):
A quick phone call to finalize account setup and move your investments to Voyager.
In just three hours, you’ll be on your way to making your financial future a priority. Let us help you take the next step confidently and with ease.
Why choose Voyager?
Streamlined Process: We make it easy to get started with minimal time commitment.
Personalized Guidance: Our approach is tailored to your unique financial situation and goals.
Flexible Meetings: Whether in-office or via Zoom, we work around your schedule.
When will I meet with a lead advisor?
From your very first meeting with Voyager, you’ll sit down with the lead advisor who will partner with you to develop a personalized and comprehensive financial plan.
Ready to Plan Your Financial Future?
Whether you’re looking to streamline your finances, ensure a lasting income, or preserve a legacy, Voyager is here to help. Schedule a Discovery Call with us today to explore how we can partner with you to reach your financial goals with confidence and clarity.
