Our Firm

Our clients aren't cookie cutter.

We create a personalized financial roadmap tailor-made for each individual, family and business. Our investment and planning solutions are customized to each client.

How We Plan
Our Services

Honesty is the best policy.

At Journey, we seek to simplify complex financial terms and investment options, offering honest advice and thoughtful counsel so that our clients can navigate life's milestones.

How We Invest
Our Approach

It's about the journey.

We focus on building deep and meaningful relationships with our clients that last for generations. We are honored to be a part of our clients' journeys-one life event, one investment, one story at a time.

How We Partner

What's New at Journey

The Four Known Unknowns with Dee Kerr, CFP®

The Four Known Unknowns with Dee Kerr, CFP®

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Year-End Tax Planning and Charitable Giving Update

Year-End Tax Planning and Charitable Giving Update

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JAG Quarterly Investment Update with CIO Eric Pettway, CFA

JAG Quarterly Investment Update with CIO Eric Pettway, CFA

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Get Monthly Financial News & Updates

Get Monthly Financial News & Updates

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