We are independent. We act as a fiduciary.

Strategic Financial Planning

Founded in 2002, Voisard Asset Management Group is an 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 a financial planning firm, we must simplify the complex and emotional nature of investing through an open and ongoing process.

Meet the Team

Founded in 2002, Voisard Asset Management Group is a fee-only independent financial planning practice in Grand Rapids.

Founder & President

dvoisard@voisardgroup.com

Partner, Wealth Manager

bbauer@voisardgroup.com

Partner, Wealth Manager

jbuffum@voisardgroup.com

Financial Planning Associate

mmacgillivray@voisardgroup.com

Senior Wealth Manager

dhaines@voisardgroup.com

Wealth Manager

jkatje@voisardgroup.com

Financial Planning Associate

mmacgillivray@voisardgroup.com

Chief Compliance Officer/Operations Manager

bparks@voisardgroup.com

Business Manager

jvoisard@voisardgroup.com

Client Services Specialist

mgreer@voisardgroup.com

Senior Wealth Manager

dhaines@voisardgroup.com

Wealth Manager

jkatje@voisardgroup.com

Chief Compliance Officer/Operations Manager

bparks@voisardgroup.com

Business Manager

jvoisard@voisardgroup.com

Client Services Specialist

mgreer@voisardgroup.com

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 help maximize the opportunity to achieve your future goals.

Brandon Bauer – Partner, Wealth Manager