Bob J. Anderson, CFP®

About Me

About My Firm

Principal and Managing Director

Bob Anderson was awarded the Certified Financial Planner (CFP) designation in September 1999 and is currently working toward his Chartered Financial Consultant (ChFC) designation.

Bob Andersonwas born in Rockford, Ilinois, where he received his associate's degree in business at Rock Valley College before attending Northern Illinois University, DeKalb, Illinois, where he graduated with his bachelor of science degree in economics in 1987.

Bob has more than 21 years of experience in the financial services that includes an internship at one of the nation's first fee-only planning firms, Savant Planning Group, in 1987, before joining A.G. Edwards in 1988. After being discouraged with the sales mentality of the commission based investment industry, he joined AmCore Trust Company as a securities coordinator before returning to the fee-only investment firm 1991, where he worked for seven years before starting his own firm in 1998.

Bob resides in the Lake Geneva area with his wife Tracey and two sons, Thomas and Parker. When Bob is not at work, he enjoys quality family time golfing, go-karting, fishing and family trips to Disney.

Lake Geneva, WI and all surrounding areas including Delavan, East Troy, Williams Bay and Brookfield, WI and all surrounding areas, Rockford, IL and all surrounding areas, including Loves Park, Belvidere and Arlington Heights, IL and surroundig areas, including Schaumburg.

Financial Planning, Retirement Planning, Investment Management, Wealth Management, Portfolio Management, Charitable Gifting, Estate Planning, Education Planning, Asset Management, Employee Benefits

Voyager Capital Management is an SEC Registered Investment Advisory (RIA) firm specializing in portfolio management and advanced tax planning, including estate and charitable planning. The firm manages just under $250 million for trusts, individuals, not-for-profit organizations, retirement plans, and charitable foundations. The firm was formed in 1995, and our team of employee professionals brings more than 65 years of combined experience to help you accomplish your goals.

We have offices in Lake Geneva, Wis., Rockford, Ill., and the Milwaukee suburb of Brookfield. Our advisors are active in the business and civic life of those communities, and our firm supports the communities in a variety of ways, including, for example, the summer Music by the Lake program on Geneva Lake.

As an RIA firm, we are held to a fiduciary standard that is much higher than traditional advisors, stockbrokers and financial planners. We have a fiduciary duty to act in the best interest of our clients.

Voyager Capital Management is beyond investing ...it's about living.

It's about living the life you've worked so hard to attain. While it's absolutely true that financial planning, investing and wealth management are becoming increasingly complex, that doesn't mean it has to be that way.

The last thing most investors need is more headaches. Voyager Capital Management exists for one reason: to meet the needs of our clients. Let us do the heavy lifting -- whatever that may be.

We work with clients on a personal basis. That means, to us, you're more than just a file -- we know your dreams, your goals and develop individual strategies to get you there. Plus, our size offers us the speed and flexibility that most others can't match.