A complete list of active advisors currently associated with Voyage Wealth Management, LLC
Warmer can help you find a great advisor at Voyage Wealth Management, LLC or one who fits your needs even better.
Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. Like many investment managers, the firm is fee-only and typically charges asset-based advisory fees while offering both ongoing and project-based planning engagements. The firm’s investment approach combines modern portfolio theory with a core-and-satellite structure, using broadly diversified, low-cost ETFs for core exposure and selectively adding active managers or sector funds as satellites, while applying asset-location principles across account types. Voyage also engages outside managers and participates in the Altruist Model Marketplace, supporting client selection through documented due diligence and ongoing oversight of recommended advisers. What is distinctive about the firm is its explicit pension consulting and retirement-plan focus, including acting as an ERISA 3(38) investment manager for plan sponsors — a service relatively uncommon among peers. The brochure also emphasizes the firm’s role in selecting and reviewing other advisers (without sharing in their fees), and it offers extended retirement-transition and business financial planning projects tailored to employer and individual needs.
To learn more about the advisors currently working at Voyage Wealth Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Samuel Resultan
| Diberville, MS
| 4
|
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