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

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Philadelphia Five Star award winners
PROFESSIONAL PROFILE
                            
                                            Contact Us
                                        
Financial Voyages, LLC
425 Main St
Harleysville, PA 19438
Office: 215-256-7845
info@financialvoyages.com
www.financialvoyages.com
Professional ApproachFinancial 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®President/CEOPhone: 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 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 (2014-2025)*, 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.
 
Daniel S. Melville, MBA, CFP®, CFS®Managing Partner, Financial AdvisorPhone: 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 investment 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 2020-2025  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, 2024 and 2025 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.
 
Avery A. Sanson, CFS™Financial Advisor, Investment Committee DirectorPhone: 215-256-7845

Meet Avery Sanson, a passionate and dedicated financial advisor nearing 5 years of experience in the industry. As the Investment Committee Director, Avery takes pride in conducting in-depth analytical research into the investments used by Financial Voyages, ensuring clients receive the best possible financial solutions.
With Series 7 and Series 66 licenses, along with CRPC and CFS designations, Avery has honed his expertise in securities and investment advisory services. However, what truly drives him is the joy of creating personalized financial plans that align with each client’s unique goals.
Beyond the numbers, Avery finds fulfillment in witnessing his clients achieve milestones and dreams. Avery cherishes the collaborative spirit within the firm, offering support and mentorship to colleagues. His positivity and enthusiasm inspire a shared commitment to making a meaningful impact on the lives of clients and the community.
 
                    See Accomplishments
                
                        This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 02/24/2025 through 09/02/2025. 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. 4680 Philadelphia-area wealth managers were considered for the award; 275 (6 % of candidates) were named 2025 Five Star Wealth Managers.  The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 4,532, 303, 7%, 11/1/24, 2/13/24 - 8/30/24;  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.
 
        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    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.