Transition Your Practice
with Confidence
Succession Planning Tailored to Your Vision and Your Clients’ Needs
Practice Acqusition
Your Vision, Our Priority
We Listen to What You Want for the Future of Your Practice.
As a financial advisor, you’ve dedicated years to building your practice, acquiring clients, and growing assets under management. Whether you are approaching retirement or considering new opportunities, the decision to sell your advisory business is significant and requires careful planning and consideration of various factors.
We understand that navigating the exit transition may feel daunting:
- You’re unsure about the timing and process of selling your business.
- You’re worried about finding the right home for your clients.
- Navigating the exit agreement can feel one-sided.
You have come to the right place – let us help you take the complexities out of selling, ensuring a smooth transition for clients and your employees, all while maximizing the value of your life’s work.
The Path to Join Voyager

Ready to Retire
Whether due to health concerns or the conclusion of a long and successful career, you’re ready to embrace life’s next chapter

Glidepath Solutions for Advisors
For advisors planning to retire within 2 to 10 years, Voyager’s Glidepath program offers a structured approach to easing into retirement while enhancing your client experience.

Turnkey Solutions for Solo Advisors
Voyager offers a seamless turnkey solution for solo practitioners or teams looking to transition from their current broker/dealer and elevate their practice.
Customize Your Exit Strategy with Voyager Wealth Advisors
You may experience this transition only once in your lifetime, but we’ve successfully guided retiring wealth advisors through practice acquisitions many times—acquiring over five practices in the past seven years. Our streamlined process prioritizes both you and your clients every step of the way.
We’re small business owners and we understand the hard work that you’ve put into your practice. That’s why the first question we ask you is: What do you want your exit strategy to look like?
Take Care of Your Clients
You want your clients cared for just as you have done for years. We understand the hard work and dedication you’ve invested in your practice. It’s your legacy, and people you deeply care about.
Align Your Investment Philosophy
Our team, led by a dedicated FA in their 30s or 40s, along with associates and specialists, provides the expertise and longevity to care for your clients and their families for generations..
Seamless Transition that Puts You and Your Clients First
Whether you’re ready to step away in the next few years or would rather do a longer glide path, we work with you to determine the ideal strategy that works for you.

The Voyager Difference
Practice Acquisition Experience
With over 25 years of wealth management expertise we bring seasoned guidance to every client.
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Ease of Transition
Voyager ensures a seamless transition with a proven, client-focused communication strategy tailored to your unique style.
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Marketing Strategy
Elevate your practice with a tailored touch point strategy and a dedicated team to help you execute it.
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Extensive Relationship Network
At Voyager, we’ve cultivated a broad network of trusted professionals, including CPAs, attorneys, and industry leaders.
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Retention of Employees and Office Space
At Voyager, our goal is to retain both your existing office space and key employees, recognizing that these elements are crucial for long-term client retention and satisfaction.
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Operational Excellence & Client Service Model
With decades of hands-on experience, our team excels in managing and transitioning wealth advisory practices.
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Meet the Voyager Leadership Team
Financial Advisors
Meet Some of our Lead Advisors
Frequently Asked Questions
When should I get started?
It’s never too early to plan for your practice’s future, even if it’s still generating revenue. Many advisors underestimate how long a smooth transition takes, and without new clients, your practice’s value may decline. If you plan to step down within 2-3 years, start now to maximize your business’s value and ensure a seamless transition. An early succession plan reassures clients about their financial future and maintains their trust, especially if they’re already curious about your retirement plans.
What is Voyager’s experience in managing a similar client base?
Our team at Voyager has over 100 years of experience managing a diverse client base, including high-net-worth individuals and families. Our previous clients have similar profiles to those in your book, and we are well-versed in addressing their unique financial needs and simplifying complex situations.
What is your investment philosophy and approach to client relationships?
Voyager’s investment philosophy centers around a long-term, goals-based approach, tailored to each client’s specific objectives and risk tolerance. We believe in building strong, trust-based relationships through open communication and regular check-ins.
How do you plan to retain existing clients post-transition?
We plan to prioritize communication during the transition, introducing our lead advisors to your clients and assuring them that their financial goals will remain the focus. We will also schedule one-on-one meetings to understand their needs better and reassure them of our commitment to their success.
What strategies does Voyager use to grow the book of business?
Voyager employs a range of targeted marketing strategies to drive growth and expand our client base. These include:
- Crafting targeted monthly newsletters to keep clients informed and connected.
- Hosting educational webinars and creating video content tailored for the next generation.
- Organizing client appreciation events to foster loyalty and referrals.
- Leveraging social media platforms to expand our reach and attract new clients.
- Partnering in community events and sponsorships to build visibility and trust.
- Conducting educational seminars to showcase expertise and encourage engagement.
- Producing a podcast and YouTube channel geared towards topics suited for high-net worth clients.
These strategies work together to strengthen client relationships, generate referrals, and position Voyager as a trusted resource for financial guidance.
What are your plans for integrating the existing client relationships into your practice?
Voyager takes a personalized approach to integrating client relationships, ensuring that we understand their history and preferences. We plan to maintain continuity by honoring existing agreements and communicating transparently about any changes.
How do you handle client communication and engagement?
We prioritize regular communication through various channels, including phone calls, emails, and in-person meetings with our lead advisors. We believe in keeping clients informed about market trends and their portfolios, ensuring they feel involved and valued.
What resources or support will you provide to ensure a smooth transition?
We prioritize regular communication through various channels, including phone calls, emails, and in-person meetings with our lead advisors. We believe in keeping clients informed about market trends and their portfolios, ensuring they feel involved and valued.
Will you keep my employees and assume my lease?
Whenever possible, we strive to retain key employees and assume existing office leases to maintain continuity and minimize disruptions. We believe that preserving familiar faces and locations creates a smoother transition for both clients and staff, fostering trust and stability during the changeover process
What locations is Voyager interested in expanding into?
Voyager is focused on expanding into states along the West Coast, with particular interest in Utah, California, Nevada, Idaho, and Wyoming. We are drawn to areas where we can build strong local connections and provide exceptional service to clients.
If I’m affiliated with a different BD/Custodian, can I still sell to you?
Absolutely. We have extensive experience working with advisors transitioning from different broker-dealers and custodians. Our team ensures that the process is handled efficiently and effectively, with minimal disruption to you and your clients.
From start to finish, how long does the process take before I completely step down?
The optimal timeline for a complete transition is about two years. This allows ample time to implement a structured handover, ensuring a seamless experience for clients while setting your successor up for success.
Are you currently funded by private equity?
No, we are not funded by private equity. We are committed to maintaining our independence and avoiding private equity funding for as long as possible to preserve our client-first philosophy and operational integrity.
My practice is too expensive for my NextGen advisors to buy me out. Can you help and still take care of them?
This is one of the primary reasons advisors reach out to us. Yes, we can help. We offer solutions that allow you to transition ownership while ensuring that your NextGen advisors are supported and equipped to continue serving your clients.
What is your client service model?
We segment clients to ensure tailored service and provide a robust model designed around their needs. Each client is introduced to a dedicated team, including a lead financial advisor and an associate financial advisor, supported by additional resources to deliver a consistent and high-quality experience.
What are your investment philosophies?
You can explore our comprehensive investment philosophies on the Voyager website by following this link (What We Believe). We’re committed to providing clear and consistent strategies aligned with our clients’ long-term goals.
What Does Exiting Your Practice Look Like with Voyager?

1
Discovery Meeting.
Schedule a meeting so we can get to know you and your practice. Over the next few months, we’ll evaluate how we work together and ensure our investment philosophies and values align.
2
Negotiation and Transition
Next, we enter negotiations, typically lasting another two months. You’ll stay in control as we design a deal that fits your timeline and needs.
3
Retire with Peace of Mind.
With the deal finalized, the transition begins. Over two years, you’ll gradually hand off responsibilities, ensuring your clients are fully supported. When you retire, you can do so confidently, knowing your clients and legacy are in good hands.
Ready to Begin the Process of Exiting Your Wealth Advisory Practice?
Fill out the form and we’ll be in touch to set up a discovery call.
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