Voisard Is Your Online Personal Financial Advisor
Fee-Only Fiduciary
401k Management
Market Updates
We're here to serve you wherever you are.
While Voisard Asset Management Group is a Grand Rapids-based fee-only fiduciary, we know the current economic and socially distanced world has everyone on edge about their personal finances. We also know that the best way to be your online personal financial advisor is by building a relationship between you and your wealth management advisor.
Scheduling an appointment with an unbiased investment professional that carries the CERTIFIED FINANCIAL PLANNER™ designation and the Series 65 license is the perfect way to set your mind at ease during the current market volatility.
A Fee-Only Fiduciary
Oversight
Multi-asset, multi-style, multi-manager portfolios
Long-Term Growth
Disciplined decision making without chasing short-term volatility
Diversification
Stocks, bonds, real estate investments, and cash positions
Why is Voisard Different?
We know you have a story to tell, and want it to continue on your terms. It’s up to the wealth advisors at Voisard to evaluate your situation by learning about your goals, risk tolerance, time horizon, return expectations, income requirements, and special circumstances. Developing this relationship sets us apart from other firms in the area.
Conversation
Start your investment journey by scheduling a conversation by clicking the button below.
Detailed Review
Voisard will let you know which financial resources we’ll need to start our in-depth review process.
Decision Point
After we create a financial plan, your wealth advisor will implement each part correctly.
