Financial Voyages - Wealth Management Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Financial Voyages, LLC operates in the financial services sector, offering guidance on both straightforward and complex planning concerns. The firm focuses on helping clients navigate retirement, estate planning, insurance decisions, and investments, providing trusted advice and education as they consider their future goals. Based in Harleysville, Pennsylvania, the company serves individuals seeking structured financial planning and decision support, positioning itself as a source of independent, non-promotional guidance rather than a sales-focused advisor. The business is part of a broader ecosystem of registered and advisory services offered through affiliated entities, emphasizing a client-first approach to financial decisions. With a small to mid-sized team, Financial Voyages supports its clients through personalized planning discussions and education to address evolving financial needs.

Find Financial Voyages - Wealth Management employees' phone numbers or email addresses

Financial Voyages - Wealth Management Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Financial Voyages - Wealth Management's Leadership

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    G. S.
    Ceo | Founding Partner | Certified Financial Planner | Speaker
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  • Stylized image of a person
    D. M.
    Managing Partner, Financial Advisor
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    D. M. M. C.
    Partner, Financial Advisor
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    A. S.
    Investment Committee Director
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    K. D.
    Office Manager
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    S. S.
    Branch Manager- Registered Principal
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    D. S.
    Operations Manager
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    O. E. K.
    Financial Advisor
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Financial Voyages - Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Accounting
  • Administrative
  • Other
  • Sales

Contact profiles from Financial Voyages - Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. J.
    Financial Client Service Associate
    Phone icon
    United StatesPennsylvania
    Jun 08, 2026
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    J. S.
    Money Movement Associate
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    United StatesPennsylvania
    Jun 29, 2026
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    C. S.
    Licensed Administrative Assistant
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    United StatesPennsylvania
    Oct 23, 2025
  • Stylized image of a person
    B. H.
    Account Representative
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    United StatesPennsylvania
    Jun 23, 2026
  • Stylized image of a person
    S. M.
    Administrative Assistant
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    United StatesPennsylvania
    Nov 10, 2025
  • Stylized image of a person
    M. T.
    Financial Client Service Advocate
    Phone icon
    United StatesNew Jersey
    Apr 15, 2026

Frequently Asked Questions

What is Financial Voyages - Wealth Management known for?

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Financial Voyages - Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 425 Main Street Harleysville, Pennsylvania 19438 United States; you can contact the main corporate office by phone at . Explore Financial Voyages - Wealth Management's company overview page for more information.

What is Financial Voyages - Wealth Management's most common email format?

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Financial Voyages - Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Voyages - Wealth Management email formats with LeadIQ.

How many employees does Financial Voyages - Wealth Management have currently?

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Financial Voyages - Wealth Management has approximately 17 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Financial Voyages - Wealth Management's key employees and leadership?

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As of June 2026, Financial Voyages - Wealth Management's key employees include:

  • Ceo | Founding Partner | Certified Financial Planner | Speaker: G. S.
  • Managing Partner, Financial Advisor: D. M.
  • Partner, Financial Advisor: D. M. M. C.
  • Investment Committee Director: A. S.
  • Office Manager: K. D.

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