Voyager Wealth Management

At Voyager Wealth Management, we believe that with proper planning, commitment to that plan, and realistic expectations, your financial goals are truly attainable. As an independent financial planning and investment management firm, we are dedicated to helping hard-working people, especially educators, plan for retirement and achieve financial freedom.

Our team of experienced financial advisors, led by Jodi Brush, RICP, AIF, and Jeff Wells, AIF, are committed to providing unbiased and comprehensive advice to individuals and families. We understand the unique challenges that educators face when it comes to planning for retirement, and we are dedicated to helping them achieve their financial goals.

Our Services

We offer a range of services designed to help our clients achieve their financial objectives. Our services include:

• Retirement Planning: We help our clients create a personalized retirement plan that takes into account their income, expenses, and investment goals.
• Investment Management: We offer investment management services that are designed to help our clients grow their wealth over time.
• Income Planning: We help our clients create a sustainable income stream in retirement, ensuring that they can maintain their lifestyle.
• Oregon PERS and Federal Retirement System Planning: We have expertise in planning for Oregon PERS and Federal Retirement System benefits, ensuring that our clients receive the maximum benefits they are entitled to.
• College Planning: We help families plan for their children's education expenses, ensuring that they are prepared for the future.

Our Approach

At Voyager Wealth Management, we take a holistic approach to financial planning. We believe that every individual has their own unique financial goals and objectives, and we work closely with our clients to understand their values, goals, and risk tolerance. Our goal is to provide personalized financial advice that is tailored to each client's needs, and to help them achieve financial freedom.

Our Story

Voyager Wealth Management was founded by Jodi Brush, RICP, AIF, who recognized the need for honest, unbiased investment advice and planning for middle-class Americans. Jodi's passion is to help families transition into retirement while maintaining the lifestyle to which they have become accustomed. Our name, Voyager Wealth Management, is inspired by Jodi's grandfather, who co-built the Rutan Voyager, the plane that circumnavigated the Earth on a single tank of gas in 1986. The plane's journey stands as the inspiration for our mission, symbolizing possibility, ingenuity, hard work, and freedom.