Certified Financial Planners in Grand Rapids
Fee-Only Fiduciary
401k Management
Market Updates
We're here to serve you, not sell products.
Voisard Asset Management Group is a fear-free fiduciary. That means our holistic financial planning approach builds on the relationship between you and your wealth management advisor. As successful certified financial planners in the region, our mission is to provide unbiased advice from investment professionals that carry the CERTIFIED FINANCIAL PLANNER™ designation and the Series 65 license.
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.
