Transition Your Practice
with Confidence

A retired couple walking on beach, to illustrate Voyager's options for financial managers ready to exit their businesses

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

A stock image of an older man and younger in a business setting, illustrating one of the paths to join Voyager as a retiring advisor.

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.

Two men in an office discussing plans, illustrating easy, turnkey solutions for financial managers looking to transition from their current broker.

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.

A narrow road running through a western valley, illustrating the transition of your financial management practice to Voyager Advisors.

With over 25 years of wealth management expertise we bring seasoned guidance to every client.

Voyager ensures a seamless transition with a proven, client-focused communication strategy tailored to your unique style.

Elevate your practice with a tailored touch point strategy and a dedicated team to help you execute it.

At Voyager, we’ve cultivated a broad network of trusted professionals, including CPAs, attorneys, and industry leaders.

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.

With decades of hands-on experience, our team excels in managing and transitioning wealth advisory practices.


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.


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.

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.

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.

Name(Required)
This field is for validation purposes and should be left unchanged.

©

Voyager Wealth Advisors

All Rights Reserved.

Broker Check Logo