We are independent. We act as a fiduciary.

Strategic Financial Planning

Founded in 2002, Voisard Asset Management Group is a leading, independent source for fee-only investment management. We approach financial planning holistically and offer our clients a full suite of strategic financial planning services. Our independent structure ensures that our only financial relationship is with our clients as a true fiduciary. We provide unbiased advice free from conflicts of interest. Our team of planning and investment professionals carries the CERTIFIED FINANCIAL PLANNER™ designation and the Series 65 license.

The Voisard objective is to craft a strategy appropriate for your specific financial goals. As one of the city’s leading financial planning firms, we must simplify the complex and emotional nature of investing through an open and ongoing process.

Meet the Team

In three decades, Voisard Asset Management Group has become one of Grand Rapids’ leading fee-only independent financial planning firms and wealth management practices.

Douglas Voisard, CFP®

Founder & President


Brandon Bauer, CFP®

Partner, Wealth Manager


Jordan Buffum, CFP®

Partner, Wealth Manager


Bob Lanterman, CFP®

Wealth Manager


Leigh Platt

Financial Planning Associate


John Hays, AIF®

Retirement Plan Consultant


Beth Parks

Chief Compliance Officer/Operations Manager


Julie Voisard

Business Manager


Megan Greer

Client Services Specialist


Ready to get started?

“If your financial plan isn’t based on your specific goals, do you really have a complete financial plan? Allow us to provide a detailed roadmap to ensure you are taking the right steps now to achieve your future goals.

Brandon Bauer – Partner, Wealth Manager

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