Business Details
24 Years
experience
Your Trusted Financial Partner in Grand Rapids, MI
Voisard Asset Management Group was founded on the principle of providing fee-only fiduciary financial advice, prioritizing client interests above all else. Our team of CERTIFIED FINANCIAL PLANNER professionals brings decades of combined experience in investment management, tax planning, estate strategies, and retirement solutions. We employ a holistic financial planning process tailored to each client's unique circumstances, ensuring clarity and confidence in their financial decisions. Our commitment to transparency eliminates hidden fees, commissions, or conflicts of interest, focusing solely on what best serves our clients' long-term goals. With offices in Grand Rapids and Portage, Michigan, we serve individuals seeking personalized guidance through every stage of life.Our approach begins with open conversations to understand client needs, followed by actionable plans designed to maximize financial success. As industry-recognized professionals, we adhere to rigorous ethical standards while continuously adapting to evolving market dynamics. Client relationships are built on trust, education, and measurable outcomes, with ongoing support to navigate changing financial landscapes. Our track record of helping families achieve college funding, retirement security, and legacy preservation demonstrates our dedication to meaningful, lasting partnerships.
Services
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Tax Strategies
Details
- Year established: 2002
Highlights and features
- We operate as 100% fee-only fiduciaries with no product commissions
- Our team includes CFP professionals with specialized expertise in tax and estate planning
- We provide transparent pricing with no hidden fees or conflicts of interest
- Our holistic planning process addresses all aspects of financial well-being
- We've served West Michigan families since 2002 with personalized solutions
Associations and certifications
- Certified Financial Planner Board of Standards
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for long-term success. Certified professionals analyze cash flow, risk management, and future goals to develop actionable strategies. Clients receive ongoing guidance to adapt plans as life circumstances evolve.
Investment Management
We construct diversified investment portfolios aligned with individual risk tolerance and objectives. Our evidence-based approach emphasizes low-cost index funds and tax-efficient strategies. Regular rebalancing ensures continued alignment with evolving market conditions and client needs.
Retirement Planning
This service optimizes retirement savings through personalized contribution strategies and withdrawal planning. We coordinate Social Security benefits, pension options, and tax-advantaged accounts to maximize sustainable income throughout retirement years.
Estate Planning
Our estate planning integrates with financial strategies to preserve wealth for future generations. We coordinate with legal professionals to establish trusts, wills, and beneficiary designations that reflect clients' legacy intentions.
Tax Strategies
We implement tax-efficient investment strategies and coordinate with CPAs to minimize tax liabilities. Services include tax-loss harvesting, Roth conversions, and optimizing deductions across different account types.
People
Douglas Voisard
Founder & President
Founder of Voisard Asset Management Group with over 20 years of experience in financial planning. Specializes in creating client-centered solutions while maintaining fiduciary standards.
Brandon Bauer
Partner, Senior Wealth Manager
Certified Financial Planner with expertise in investment management and retirement strategies. Brings 15+ years of experience in guiding clients through complex financial decisions.
Jordan Buffum
Partner, Senior Wealth Manager
Senior wealth manager specializing in tax-efficient planning and estate preservation strategies. Holds CFP certification with particular focus on multi-generational wealth transfer.
Dan Haines
Partner, Senior Wealth Manager
Dual-certified CFP and Chartered Financial Analyst professional managing investment portfolios. Combines technical analysis with personalized financial planning for high-net-worth clients.
Jordan Katje
Wealth Manager
Financial planner providing comprehensive wealth management solutions. Focuses on educating clients about investment principles and long-term financial sustainability.
Questions
What makes your firm different from other financial advisors?
We operate as 100% fee-only fiduciaries with no product commissions, ensuring unbiased advice focused solely on client interests.
How are your investment strategies structured?
We build diversified portfolios using low-cost index funds tailored to individual risk tolerance and financial goals.
Do you work with out-of-state clients?
While based in Michigan, we serve clients nationwide through virtual consultations and digital planning tools.
What is your minimum account size?
We work with clients at various wealth levels, focusing on financial planning quality rather than asset minimums.
How do you charge for services?
We use transparent fee-only pricing based on assets under management, with no hidden costs or commissions.
Can you help with retirement income planning?
Yes, we specialize in creating sustainable retirement income strategies that coordinate Social Security, pensions, and investment withdrawals.
