Leaving a Lasting Legacy

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Leaving a Lasting Legacy

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Covington, KY 41011

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Journey Advisory Group, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC #801-79934).

*Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Journey Advisory Group or any person associated with Journey Advisory Group has achieved a certain level of skill or training.

Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. The Firm makes no representation that the rating is representative of any one client’s experience. Neither the Firm nor its representatives paid a fee to participate in any survey. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Investment performance generally is not a criteria for an award. Moreover, with regard to all performance information contained herein, directly or indirectly, if any, note that past results are not indicative of future results. Please see below for a more detailed description of the criteria used with respect to the awards and recognition granted to the Firm or the Firm’s individual employees.

The Newsweek ranking of America’s Top Financial Advisory Firms, through a partnership with Plant-A Insights Group, is based on an analysis of over 15,000 financial advisories registered with the SEC. For additional details on the ranking methodology, please visit Methodology America's Top Financial Advisory Firms.pdf Newsweek and Journey Advisory Group are not affiliated.

The USA Today ranking of Best Financial Advisory Firms, through a partnership with Statista, is based on two dimensions: recommendations by clients, industry experts and financial advisors and a firm’s development of Assets under Management. For additional details on the ranking methodology, please visit Method - USA TODAY's Best Financial Advisory Firms 2026 USA Today and Journey Advisory Group are not affiliated.

The Cincinnati Business Courier ranking of Cincinnati’s Top 25 Money Managers, Locally Based, Cincinnati’s Top 55 Fastest-Growing Firms by Two-Year Revenue Growth, and Cincinnati's Top 50 Money Managers By Assets Under Management is based on information obtained from Form ADV filings with the Securities and Exchange Commission or through Cincinnati Business Courier research. The Cincinnati Business Courier's rankings include registered investment advisers based in the counties of Brown, Butler, Clermont, Hamilton and Warren counties in Ohio; Boone, Bracken, Campbell, Gallatin, Grant, Kenton and Pendleton counties in Kentucky; and Franklin, Dearborn and Ohio counties in Indiana, using data reported for 2024. The Cincinnati Business Courier and Journey Advisory Group are not affiliated.

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