Our organization's roots are steeped in legacy planning and wealth preservation. Through active partnerships with our clients, we build futures, together.
Journey Advisory Group is fiercely independent. We don’t believe in cookie cutter investment platforms nor plans. Each client is different. So too are their journeys.
At the top of our to-do list is wealth preservation. Risk management is integral to our process. We factor in risk holding by holding, and plan by plan.
As a family owned, privately held firm we’ve got a soft spot for legacy building. We work with our clients to support life’s journey, including the transfer of wealth across generations.