Geoffrey Voorhees
Advisor at FamilyWealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
FamilyWealth
Location
Lake Mary, FL 32746
Credentials
Series 63, Series 65
Industry experience
27 years
About
Geoffrey Voorhees is a financial advisor with FamilyWealth Advisers, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Mutual of Omaha for 13 years before joining FamilyWealth in 2023. Voorhees also works as a licensed insurance agent specializing in life and health insurance, as well as fixed annuities. FamilyWealth Advisers, LLC serves individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a multi-asset investment approach combining passive, active, and alternative strategies, managing approximately $346 million in assets across discretionary and non-discretionary accounts.
Client services
Based on FamilyWealth
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Advice to use models of related investment adviser
Advice to use models of related investment adviser
Expertise
Based on FamilyWealth
Wealth management
Passive / index investing
Active portfolio management
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Fee options
Retirement plan consulting flat fees from $10,000 to $100,000
$0+: Typically 1.45% for retail clients but can be up to 2% depending on strategy and IAR $500,000 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.60%
Insurance commissions received by IARs on insurance products sold; no advisory fee charged on these assets
Account minimum: $500,000 for institutional accounts; no minimum for retail individual accounts Fee-only: Financial planning fees may be flat fees or negotiated; retirement plan consulting fees range from $10,000 to $100,000 flat or up to 1.00% AUM on plans
Location
255 Primera Blvd, Suite 160
Lake Mary, FL 32746
Most active in
Geoffrey V has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
FamilyWealth Advisers, LLC
2023 - Present (3 years)
Mutual of Omaha
2010 - 2023 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Margaret B
CFP®, Series 66
Maitland, FL
Gen2 Advisors, LLC
Christopher H
CFP®, Series 63, Series 65
Lake Mary, FL
Haysley Financial Services, Inc.
Jarett B
CFP®, Series 66
Winter Park, FL
Venture Wealth Solutions LLC
Michael M
Series 63, Series 65
Maitland, FL
Inspire Capital Management LLC
David B
Series 63, Series 65, Series 66
Lake Mary, FL
Batman Wealth Management, LLC
Lessandra K
Series 65
Lake Mary, FL
Alconbury Trust L.L.C
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")