Every client call, picked up.
An AI receptionist for financial advisors answers calls to your practice, books client reviews and introductory meetings, and passes every message to the right advisor. Voxgard answers in about 0.3 seconds, day and night, in 32 languages. A prospect referred by a friend gets a short intake: who sent them, what they want help with, and when they are free. An existing client who wants to move an annual review gets rebooked in Google Calendar or Calendly with a text confirmation. When markets are rough and a client calls wanting to sell, it gives no financial advice and makes no recommendation; it notes the request, marks it urgent and rings their advisor if the client asks. It quotes no fees or returns it was not given. Caller memory greets returning clients by name. Plans start at $249 a month, and the free five-day pilot runs on your real calls with no credit card.
Updated September 2026Financial advisors:
the numbers.
U.S. businesses with employees in this industry (NAICS 523930 · Investment advice · United States · County Business Patterns 2022)
U.S. Census Bureau, CBP 2022People they employ (NAICS 523930 · Investment advice · United States · County Business Patterns 2022)
U.S. Census Bureau, CBP 2022Median yearly pay for personal Financial Advisors (United States, 2025, occupation: Personal Financial Advisors)
U.S. Bureau of Labor Statistics, Occupational Outlook HandbookNumber of personal financial advisor jobs in the U.S. (United States, 2025, occupation: Personal Financial Advisors)
U.S. Bureau of Labor Statistics, Occupational Outlook HandbookEach figure is copied from the public source it links to, last checked 2026-09-23. They describe the market, not Voxgard’s results.
What your callers
ring about.
Review meetings
Clients want to schedule or move an annual or quarterly review.
New prospects
Referrals ask whether you work with people like them and what the first meeting involves.
Market worries
Clients call on a bad day wanting to talk to their advisor.
Account paperwork
Callers ask about forms, beneficiary changes or a missing statement.
How the call sounds.
An example of the flow, shortened. The business is fictional.
VoxgardThanks for calling Ridgeway Wealth Partners. How can I help?
CallerThis is Paul Hart. I want to talk to Karen about my retirement account. Should I be moving to cash?
VoxgardI can’t give financial advice, but Karen can go over that with you. Would you like me to ring her now or book a time?
CallerBook a time, this week if possible.
VoxgardShe has Wednesday at 3 or Friday at 10.
CallerWednesday.
VoxgardYou’re booked with Karen on Wednesday at 3. I’ll text a confirmation and note your question for her.
What it does
for you.
Reviews on the calendar
It books and moves client meetings in Google Calendar or Calendly during the call and texts the confirmation from your number.
Prospect intake
Referral source, goals and availability arrive in the summary, and on Standard they sync with HubSpot, GoHighLevel, Salesforce, Zoho CRM or Pipedrive.
Advisor on request
A client who asks for their advisor is rung through; if nobody answers, the team gets a text with the number, summary and recording link.
It gives no financial advice, makes no recommendations and quotes no fees or returns it was not given; it books the client with an advisor instead.
Close to
your trade.
What it
costs.
Billed on minutes used. The same operator on every plan.
Basic · $249/month
300 call minutes included, then $0.55 a minute. One assistant, one call at a time. Recordings, transcripts, summaries, two-way SMS and MMS.
Standard · $549/month
1,000 call minutes included, then $0.35 a minute. Up to three assistants and three simultaneous calls, CRM integration, automated SMS follow-ups.
Enterprise · from $1,500
A custom minute pool, unlimited concurrency, custom integrations and a dedicated account manager.
SMS $0.05 and MMS $0.15 per message, never from your minutes. Month to month, 15% off yearly, and every plan starts with a free five-day pilot, no card. Full pricing and billing examples.
Financial advisors:
questions and answers.
No. It gives no financial advice. It notes the question and books the client with their advisor, or rings the advisor if the client asks.
Yes. Every call has a recording, a searchable transcript and a short summary in the dashboard, on every plan.
Standard and Enterprise sync two ways with HubSpot, GoHighLevel, Salesforce, Zoho CRM or Pipedrive. Other systems connect through a webhook with Zapier, Make or n8n.
No. Voxgard holds no certifications. Calls are encrypted in transit and recordings and transcripts at rest, with role-based access and an audit log; see the security page.
It does the job of both: it answers your business calls, takes messages and books appointments. A virtual receptionist is usually a person working remotely, and an answering service usually takes messages. Voxgard is AI: it picks up in about 0.3 seconds, day and night, and books straight into your calendar.
Forward your number or port it; nothing to install. Every plan starts with a free five-day pilot on your real calls, no credit card. How the pilot works.
Clients reach you,
even on bad days.Calm on the line.
Run the free five-day pilot on your practice line and read every summary.