Fiduciary Consultation Clients

Fee-Only Fiduciary Financial Planning

Independently owned on the Mississippi Gulf Coast. Helping families with financial planning, investment management, and tax planning.

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Human First Retirement Planning

It takes a real relationship to uncover risks and opportunities
beyond basic advice.

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Voyage Wealth Management financial planning pyramid

Complete Wealth Management

Financial Planning

A clear plan for retirement income, risks, and the years ahead, so every decision fits your bigger picture.

Investment Management

A portfolio built around your plan and risk capacity, managed for long-term growth and tax efficiency.

Tax Planning

Strategies to help keep more of what you've earned, from managing tax brackets to finding deductions.

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For Professionals For Pre-Retirees

Who We Serve

Pre-Retirees & Retirees

  • Age 55 or older
  • Single or married
  • Children, if any, are independent young adults or adults
  • Values a relationship and ongoing guidance over a one-time transaction
  • Owns a home, maybe also a vacation property and potentially one residential rental property
  • Doesn't own private investments (hedge funds, private equity, partnership interests, private loans, commercial land, etc.)
  • Investable assets between $500,000 and $5,000,000
  • Net worth less than $10,000,000
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Mid-Senior Professionals

  • Age 40 to 55
  • Single or married
  • Children, if any, are preparing for (or in) college
  • Values a relationship and ongoing guidance over a one-time transaction
  • Has realistic expectations about markets and returns, not chasing performance
  • Doesn't invest primarily in real estate
  • Income of $150,000+ (single) or $250,000+ (married)
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Young Professionals

  • Age 40 or younger
  • Single or married
  • Values a relationship and ongoing guidance over a one-time transaction
  • Actively building good habits, not living paycheck to paycheck
  • Income of $100,000+ (single) or $175,000+ (married)
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Small Businesses

  • Over 5 years in business
  • Fewer than 25 employees
  • Service-based or blue-collar business
  • Owner/founder under 50 years old, preferably
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Walk Away Feeling Great

We're not here to push a product or rush you into moving your assets over. We're here to make you confident with your finances. Sometimes that's as simple as providing complete transparency and educating you on what's happening.

Book a Fiduciary Consultation

Ask questions, get clarity, and determine whether our approach to fee-only financial planning is right for you.

  • Select a time that works for you, or send an email to hello@voyage-wm.com
  • 20 minute call over Zoom
  • No need to bring financial documents

Don't like video calls? Email hello@voyage-wm.com and we can set up an office meeting or phone call.

Frequently Asked Questions

Yes! While we're headquartered on the Mississippi Gulf Coast and primarily work with people in Mississippi, we also work virtually with people throughout the United States to maximize their retirement planning.

We'll meet multiple times to kick off and hold at least two review meetings each year. You'll get weekly educational emails, videos, and podcasts in between.
We are compensated solely by our clients, not by commissions, product sales, or referral fees from third parties like insurance companies or brokers. This structure eliminates many common conflicts of interest and helps ensure our advice is driven by what's right for you.

For most clients, we charge a fee that's a percentage of the value of the investments we manage. If you're not ready to move your investments over, or if they're locked in an employer account, we may instead recommend a flat fee that reflects the scope of work involved. In those cases, a separate agreement would outline the services and cost.
A fiduciary is legally required to act in your best interest at all times. Not all financial advisors are held to that standard. Most come with conflicting interests to sell you on Annuities, Life Insurance, Mutual Funds, and other investment options.
We're an independent registered investment advisor. This means we're not beholden to specific products or strategies and can recommend what's truly the best fit for your situation. It also means we're a fiduciary financial advisor and are legally obligated to put your best interests first (it's just what we'd do anyways).
Our mission is to help you live a meaningful retirement. To do that means we want to take as much of the financial management off your plate as possible. We help clients with:
  • Retirement Income Planning
  • Tax Planning
  • Wills, Trusts, and Estates
  • Portfolio Management
  • Social Security Timing
  • Pension Optimization
  • Long-Term Care Strategies
  • Charitable Giving
We work with people from all walks of life. Most of the pre-retirees and retirees we serve have built portfolios of $500,000 to $5,000,000 (excluding real estate) and are ready to delegate. For professionals, there's no asset minimum. We ask to eventually manage all assets that are available for direct management so we can deliver advice that's fully integrated across your financial life.

If you're not ready to move your investments over or investment-based billing isn't available, we may instead recommend working together under a flat-fee planning arrangement that reflects the scope of work involved. In those cases, a separate agreement would outline the services and cost.

If we're not the right fit, we'll do our best to answer your questions and connect you with someone who might be.
Retirement Planning

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Tax Planning

Tax Considerations Before Retirement: Tax Diversification

Tax diversification matters if you are retiring in Mississippi. Spreading your savings across different accounts helps you control your tax bill in retirement.

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