Robert Anderson
AIF®, CFP®, RFC®
Voyager Wealth Management, LLC
Principal and Managing Director
Robert Anderson
AIF®, CFP®, RFC®
Voyager Wealth Management, LLC
Principal and Managing Director
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Anderson, AIF®, CFP®, RFC®
Fee-Only financial planner located in Lake Geneva, WI, serving clients locally and across the country
Voyager Wealth Management is a fee-only financial planning and wealth management firm located in Lake Geneva, WI serving clients throughout the state of Wisconsin and across the country. Voyager Wealth Management offers a full range of financial planning and investment management services to individuals and businesses alike. As a fee-only, fiduciary, and independent financial advisor, Robert Anderson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Bob Anderson's financial services career began in 1987 at a national brokerage firm and continued to develop his career at a regional independent investment advisory firm for the next serval years. In 1999, Bob went out on his own to start an advisory firm and soon landed in Lake Geneva, Wisconsin with what is now Voyager Wealth Management, LLC. Bob continues to help individuals and small businesses with their investment, planning and company retirement plans.
Bob earned a Bachelor of Arts degree in economics from Northern Illinois University in 1987. He previously earned an Associate degree in business from Rock Valley College in 1984. Bob is an Accredited Investment Fiduciary® (AIF®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). Bob is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Bob resides in Lake Geneva with his family. He is the father of two boys who keep him active. Bob spends his free time with his boys watching the Brewers and Cubs games and going to swim meets. Bob also enjoys playing golf and traveling with his wife to new destinations.
Bob’s mission is to be an exceptional steward of the firm’s clients and build a great wealth management firm that has a client-centered approach to delivering comprehensive wealth management.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Robert Anderson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Independent, Fee-Only Investment Advisory Firm
Voyager Capital Management is an SEC Registered Investment Advisory (RIA) firm specializing in portfolio management and advanced tax planning, including estate and charitable planning. The firm manages just under $170 million for trusts, individuals, not-for-profit organizations, retirement plans, and charitable foundations.
Voyager has its roots as a totally independent, fee-only investment advisor and financial planning firm going back to 1999 when Robert Anderson, Principal and Managing Director of Voyager, started his own firm, The Index Advantage, Inc. Today, our team of professionals has over 65 years of combined experience serving clients.
Our principal office is located in beautiful Lake Geneva, WI; additionally, we maintain an office in the Milwaukee suburb of Brookfield. Our advisors are active in the business and civic life of those communities, and our firm supports the communities in a variety of ways, including:
- Music by the Lake on Geneva Lake
- Lake Geneva Symphony Orchestra
- Williams Bay T-ball
- Williams Bay Fire Department Chicken Roast
- Elmbrook Humane Society Golf Outing
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Robert Anderson is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Robert Anderson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Robert Anderson is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
-
Robert Anderson is a Registered Financial Consultant (RFC®)The Registered Financial Consultant (RFC®) is a professional designation awarded by the International Association of Registered Financial Consultants (IARFC) to financial consultants who meet the high standards of education, experience and ethics. Founded in 1984 International Association of Registered Financial Consultants IARFC is a non-profit professional association formed to foster public confidence in the financial services profession, to help financial consultants exchange planning techniques, and to recognize practitioners who are truly committed to ethical standards and continuous professional education.
-
Voyager Wealth Management, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
-
Robert Anderson is Quoted in Financial Planning Magazine: "How factors are remaking asset allocation"
-
Voyager Wealth Management has a Partnership with Celebrate Our Town
-
Robert Anderson is Featured on Cision Pr Newswire: "Robert Anderson, AIF®, CFP® Earns Accredited Investment Fiduciary Designation From FI360"
-
Medical Economics Names Robert Anderson, CFP® 2011 Best Financial Advisors for Doctors
Contact Robert Anderson
Office Locations:
-
875 Townline Road
Suite 100
Lake Geneva, WI 53147
