Voyager Wealth Advisors

Voyager Wealth Advisors is a financial planner in Salt Lake City, UT. The firm serves clients in Utah and California, offering personalized wealth management, sophisticated investment strategies, and legacy planning. They help individuals navigate life events such as career shifts, inheritance, business sales, property transitions, and divorce. Services include tailored investment strategies for growth and preservation, tax-efficient planning, equity compensation guidance for high-achieving professionals, and cash flow management for business owners. The practice also provides multi-generational wealth stewardship and retirement planning.

The firm employs a team-based approach, limiting the number of households per advisor to ensure deep, personalized attention. Clients begin with a streamlined three-hour onboarding process: a 60-minute data gathering meeting, a 90-minute financial plan presentation, and a 30-minute implementation call. The team collaborates with clients’ CPAs and attorneys to simplify estate planning and wealth succession. They offer ongoing education through webinars, events, and newsletters, and conduct reviews at desired frequencies to track plan progress.

Lead partner Chris Williams, a Certified Financial Planner with over 20 years of experience, guides the practice. He previously co-founded WHF Wealth Management and worked at the Federal Reserve, Smith Barney, and Morgan Stanley. Sam Snow, a Certified Investment Management Analyst with over a decade of experience from JPMorgan and Merrill Lynch, specializes in retirees, pre-retirees, and entrepreneurs. Kevin Rorie, a Certified Divorce Financial Analyst and Certified Financial Planner, helps women navigate divorce financial complexities. Jake Fleischer, a Certified Investment Management Analyst with over nine years of experience, focuses on capital preservation and tax-efficient growth. Christopher Belote provides tailored solutions in portfolio management, estate planning, and education funding.

The firm was named a 2025 Forbes Best-in-State Wealth Advisor, based on due diligence interviews and quantitative data from 48,944 nominations. It was also recognized in the 2026 Forbes Best-in-State Wealth Advisors list, released in April 2026. Raymond James and its advisors do not offer tax or legal advice.

Voyager Wealth Advisors combines specialized expertise in complex financial transitions with a dedicated, relationship-focused approach for clients in Salt Lake City.

BizScoreAI awarded the business a Content Quality score of 100 out of 100, which ensures the website answers customer questions clearly and provides content that AI assistants can quote directly. The firm received a solid SEO Score of 73 out of 100, reflecting strong technical search health that helps search engines crawl and rank the site for local customers. BizScoreAI also ranks the business number 2 of 19 Financial planner businesses that BizScoreAI has scored in Salt Lake City.

Services:

• Comprehensive Business Strategies
• Investment Management
• Legacy Wealth Planning
• Purposeful Planning
• Tax Planning