Your Journey
Our Passion
Managing Wealth | Optimizing Investments | Reducing Taxes
Your Journey
Our Passion
Managing Wealth | Optimizing Investments | Reducing Taxes
Our Values
Independence
Click to learn more about being independent.
Fiduciary Standard
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Fee-Only Advisory Services
Fee-based advisors are compensated for services and advice provided, not by receiving commissions for selling products.
Click to learn what it means to be fee-based.
Fast Facts
Years of collective industry experience
States in which we serve clients
Years one or more of our advisors has won the Five-star Wealth Manager Award*
Toys collected for Toys-for-Tots over the last 10 years.
Hours volunteered since 2020 by Financial Voyages Team Members
Professional designations and advanced degrees
Years of collective industry experience
States in which we serve clients
Years one or more of our advisors has won the Five-star Wealth Manager Award*
Toys collected for Toys-for-Tots over the last 10 years
Hours volunteered in 2020 by Financial Voyages advisors and staff
Professional designations and advanced degrees
Our Team
Financial Professionals
Check the background of investment professionals on FINRA’s BrokerCheck.
Administrative Support
Kathleen B. DeForest
Office Manager, Compliance Coordinator
Learn more about Kate.
Dorothy Steiger
Operations Manager
Learn more about Dorothy.
Mary Ann Cole
Client Services Advocate, New and Existing Accounts
Learn more about Mary Ann.
Learn more about Jesse.
Learn more about John.
How We Help
Our financial planning process is designed to walk alongside you during the most exciting and challenging times in your life. Financial planning is a long-term commitment. We provide accountability as a steadfast partner reminding you of your goals and dreams when life gets uncertain.
Retirement Planning
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Estate Planning
Click to learn more about estate planning.
Legacy Planning
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Investment Management
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Tax Efficient Approach
Click to learn more about a tax efficient approach.
Withdrawal Strategy
Click to learn more about our withdrawal strategy.
Retirement Planning
Click to learn more about retirement planning.
Estate Planning
Click to learn more about estate planning.
Legacy
Click to learn more about legacy planning.
Investment Management
Click to learn more about investment management.
Tax Efficient Approach
Click to learn more about a tax efficient approach.
Withdrawal Strategy
Click to learn more about our withdrawal strategy.
Becoming a Client
1. Initial Meeting
2. Data Collection
3. Analysis
4. Review Financial Plan
5. Implement
6. Monitor
1. Initial Meeting
2. Data Collection
3. Analysis
4. Review Financial Plan
5. Implement
6. Monitor
Events
Upcoming Event
Join us on Wednesday, November 20th at 6:30 p.m. via Zoom for our annual Tax Strategy Webinar co-hosted with Baum, Smith, and Clemens.
Please register by calling our office at 215-256-7845 or emailing Kate DeForest at kate.deforest@financialvoyages.com
Past Events
Social Security Webinar featuring Elaine Simmons of Social Security Informed
How to Avoid Costly Errors in Estate Planning
Understanding Medicare: The Ins and Outs of Medicare Coverage
Understanding Social Security Decisions: Optimizing Your Benefits
The Power of Diligence – Prevent Elder Fraud
Self Care Webinar hosted by Russ Terry
Practical Advice Buying a Car or Truck – There’s a Whole Lot of Change Going On – Mike Watanabe
Tax Strategies Seminar- with Roy Kershaw, CPA of Baum, Smith & Clemens, LLP
Social Security Strategies – hosted by Ed Lafferty, Public Affairs Specialist
Compelling Wealth Management Conversations – hosted by Dan Melville of Financial Voyages
Our Broker-Dealer
Cambridge Investment Research, Inc.
Just as you can choose your financial professional, we can choose our independent broker-dealer.
As independent financial professionals, we are not an employee of an investment or financial services firm – we are independent business owners.
We are proud that our values are shared with our broker-dealer. Together, we focus on a common priority – you.
Cambridge Investment Research, Inc. is an internally controlled and operated financial solutions firm focused on serving independent financial professionals and their clients. Founded in 1981, Cambridge serves over 3,800 financial professionals and provides a broad range of solutions in the areas of advice, technology, business growth, consulting, outsourcing, and more.
Cambridge is a top-10 independent broker-dealer in total revenue (No. 8) and was named one of the fastest-growing independent firms (No. 10) in the industry by InvestmentNews Magazine. The firm has also received ThinkAdvisor LUMINARIES awards for Thought Leadership and Education (2023) and Executive Leadership (2021), and has been named a Top Workplace in Iowa 13 times and a Top Workplace USA three times. Headquartered in Fairfield, Iowa, Cambridge employs over 900 home office associates and operates an additional office space in Phoenix, Arizona. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC.