A complete list of active advisors currently associated with Voss Wealth Management

Warmer can help you find a great advisor at Voss Wealth Management or one who fits your needs even better.

Voss Wealth Management serves individuals and high‑net‑worth individuals, providing both discretionary and non‑discretionary investment management alongside financial planning. The firm also provides investment consulting to clients of an independent third‑party broker‑dealer and offers planning for clients who remain primarily serviced through unaffiliated broker‑dealers and insurance agencies. Investment strategies typically allocate assets across diversified, risk‑based model portfolios composed mainly of no‑load mutual funds and ETFs, while also using individual stocks, bonds, certificates of deposit, and cash where appropriate. Fees are primarily asset‑based (percentage‑of‑AUM) and advice is tailored to each client’s financial condition, goals, risk tolerance, and time horizon; for clients in or nearing retirement the firm generally holds cash and bonds to cover up to five years of withdrawals. Unusually for a small independent adviser, Voss Wealth manages a substantial amount of discretionary assets (about $93.9 million) for roughly 69 clients and maintains multiple offices, a combination that is atypical among peers with a single registered advisor. The firm is newly formed and SEC‑registered in 2026 and discloses an arrangement to receive consulting fees from Mutual Securities for certain clients, a relationship it addresses through disclosure and internal policies.

To learn more about the advisors currently working at Voss Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.