Meet Five Star Wealth Manager , an award-winning wealth manager in Harleysville, PA.

PROFESSIONAL PROFILE

Contact Us

Financial Voyages, LLC

425 Main Street

Harleysville, PA 19438

Office: 215-256-7845

info@financialvoyages.com
www.FinancialVoyages.com

Professional Approach

Financial Voyages is an advice based financial services firm located in Harleysville, PA with clients across the nation. Our morals and ethics are at the core of everything we do

Gary C. Sanson, CFP®, ChFC®, CFS®, RFC®, AEP®, CASL®

CEO and Founding Partner

Phone: 215-256-7845

Gary Sanson is the CEO and founding partner of Financial Voyages. With over 30 years of unwavering dedication to the financial planning industry, he has built a thriving, family-oriented practice specializing in retirement and estate planning for individuals and small-business owners. With a genuine passion for helping clients achieve their financial goals, Gary works closely with each person to craft a customized strategy and diligently monitors their progress, revising plans as needed to keep them on course. Gary is an extremely accomplished professional holding prestigious designations for financial and estate planning and that meet stringent requirements of experience, knowledge, education, professional reputation, and character.

Education:

Graduated with honors from Temple University
Majoring in Finance

Designations and Certificates:

FINRA Series 6, 7, 24, 26, 63 and 65 licenses
Certified Financial Planner ™ (CFP)
Chartered Financial Consultant® (ChFC®)
Certified Fund Specialist® (CFS®)
Registered Financial Consultant (RFC®)
Chartered Advisor in Senior Living® (CASL®)
Accredited Estate Planner (AEP®)
Life, Disability, Long Term Care Insurance licenses

Awards and Honors:

Over the past decade, Gary has been consistently recognized by Philadelphia Magazine as a Philadelphia Five Star Wealth Manager (2014-2024)*, a testament to his unwavering dedication to his clients’ financial well-being.

Community Involvement and Volunteerism

Member of the Institute of Business and Finance
Member of the Society of Financial Services Professionals
Member of the National Association of Estate Planners
Board Member of the local Community Association

Gary has taught hundreds of classes through various local colleges, universities, and high schools, and volunteers his time at various local organizations (food pantries, VA hospital, Ronald McDonald House, and churches). Gary served as the Chairman of the Finance Committee for a local church, on the Board of Directors for the American Red Cross and other privately held corporations.

Gary’s enthusiasm for helping clients achieve financial security and his genuine dedication to making a positive impact in the community are what truly set him apart as a trusted financial advisor.

Steven R. Sanson

Branch Manager/Registered Principal

Phone: 215-256-7845

Steven Sanson brings 27 years of financial industry experience to his role as the branch manager/OSJ supervisor of Financial Voyages. He effectively explains clients’ options and offers objective guidance with independent product solutions while diligently monitoring his clients’ progress.

Steve earned a bachelor’s in business administration from Temple University’s Fox School of Business, with high honors in economics. He has also earned a Master of Science degree in financial services (MSFS) from the American College’s Richard D. Irwin graduate school and is among an elite group of investment professionals nationwide to receive this prestigious graduate degree. Steve currently holds the Chartered Financial Consultant® (ChFC®), Master Registered Financial Consultant (MRFC), Certified Fund Specialist® (CFS®) designations; as well as Limited and General Securities Agent (FINRA Series 6 and 7), Investment Advisor Representative (Series 65), and General Securities Principal (Series 24), Operations Professional (Series 99) registrations; Life, Accident, Health, Disability, Long Term Care and Property and Casualty Insurance licensed. His extensive knowledge, education, and experience enable him to effectively create unique and personalized solutions to help his clients achieve their financial goals. Building long-term relationships is a primary focus of his practice. Steve is a highly respected speaker and educator on a wide variety of financial subjects and has taught hundreds of classes at local universities, colleges, high schools, and non-profit organizations to include Temple University’s Ft. Washington Business Campus. He is also a member of the Institute of Business and Finance, The Montgomery County Estate Planning Council, Financial Service Institute, International Association of Registered Financial Consultants, and a lifetime member of the VFW and the American Legion. Steve has been honored with recognition by Philadelphia Magazine and Fortune Magazine in their selection of 2012, 2013, 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024 Philadelphia Five Star Wealth Managers. Steve proudly served his country for over 32 years; retiring as a Colonel in the United States Army Reserve (USAR) and as a Brigadier General, Retired, Pennsylvania Army National Guard (PA ARNG) in 2019.

Daniel S. Melville, MBA, CFP, CFS®

Managing Partner, Financial Advisor

Phone: 215-256-7845

Dan is a registered representative of Financial Voyages who is passionate about helping his clients work towards and attain their personal and financial goals. This is achieved by providing honest and individually tailored solutions to his client’s financial challenges.

From pre-retirees wondering if they are on track to retire, to mature investors focused on estate planning, the scope of services provided is designed by careful analysis of his client’s needs, risk tolerance, goals, and investments philosophy. Dan believes in offering unbiased guidance and independent product solutions for his clients with diligent monitoring and effective communication throughout the way. Building long-term relationships is the primary focus of his practice.

Dan currently holds the Certified Financial Planner (CFP®) and the Certified Fund Specialist® (CFS®) designations. He also holds his FINRA Series 7 and his FINRA Series 66 licenses. Finally, Dan holds life, accident and health insurance licenses. Dan graduated from Susquehanna University with honors while studying Finance and Economics, and later received his a Master’s Degree in Business Management from West Chester University. In 2020 Dan was named Top 40 Wealth Managers under the age of 40 in the United States by Fortune Magazine. Dan also received the Five Star Wealth Manager award in 2019, 2020, 2021, 2022, 2023 and 2024 as featured in Fortune Magazine and Philadelphia Magazine.

Dan’s passion for helping others goes beyond his work at Financial Voyages. In his free time he enjoys volunteering at Perkiomen Township Fire Company where he serves the community as a firefighter. Dan was named firefighter of the year in 2007 and promoted to Lieutenant in 2016. Dan also participated in the Boy Scouts of America where he reached the rank of Eagle Scout, the highest honor for those involved in Scouting. Dan currently resides on 15 acres of preserved forestry in Limerick, PA.

Fortune's 40 Under 40 Five Star Wealth Manager is based upon selection from Fortune of specific region's Five Star Wealth Managers. This award was received for the Philadelphia region.

See Accomplishments

This award was issued on 11/1/24 by Five Star Professional (FSP) for the time period 2/13/24 through 8/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4532 Philadelphia-area wealth managers were considered for the award; 303 (7% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 3,885, 328, 8%, 11/1/23, 2/13/23 - 8/31/23; 2022: 3604, 305, 8%, 11/1/22, 2/21/22 - 8/19/22; 2021: 3576, 310, 9%, 11/1/21, 1/18/21 - 9/3/21; 2020: 4148, 366, 9%, 11/1/20, 2/10/20 - 9/11/20; 2019: 3910, 437, 11%, 11/1/19, 2/11/19 - 9/20/19; 2018: 3721, 439, 12%, 11/1/18, 2/20/18 - 9/19/18; 2017: 3022, 437, 14%, 11/1/17, 1/20/17 - 9/8/17; 2016: 2671, 660, 25%, 10/1/16, 3/5/16 - 10/7/16; 2015: 4696, 805, 17%, 11/1/15, 3/5/15 - 9/9/15; 2014: 4438, 856, 19%, 11/1/14, 3/5/13 - 9/9/13; 2013: 3354, 934, 28%, 10/1/13, 3/5/12 - 9/9/12; 2012: 2847, 773, 27%, 11/1/12, 3/5/11 - 9/9/11.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Financial Voyages LLC are not affiliated.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.