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 ongoing portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm offers individualized investment policy statements and may allocate portions of client assets to third-party money managers while continuing to provide planning and oversight. The firm’s investment process emphasizes long-term investing and modern portfolio theory, with documented risk tolerances and, for many clients, discretionary trading authority. Custodial and execution services are channeled through a single recommended custodian, and clients receive regular account reporting from that custodian. Voyage is atypical among peers in two ways: its principal also practices as an accountant and may offer accounting services to clients, and the firm generally does not charge percentage-of-assets-under-management fees, instead using a fixed-fee approach billed in arrears. It is a single-advisor practice managing a concentrated client base and discloses that it does not aggregate block trades for multiple clients, which may affect execution characteristics relative to larger peer firms.

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
Kyle Grisz	Dallas, TX	3

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