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Launched in 2013, Journey Advisory Group is a SEC Registered Investment Adviser* specializing in investment management and financial planning. We partner with our clients to meet the needs of their life’s journey: wealth management, college, retirement and estate planning, tax management and insurance.
Clients are often faced with the unappealing choice between small, independent firms lacking expertise and depth, and large, impersonal, unresponsive organizations.
Journey provides a unique alternative: sophisticated planning and investment expertise combined with exceptional personalized service.
We are proud to be a family and employee owned and operated firm. Our ownership method instills stability, trust and commitment throughout our organization.
Our clients are our top priority. We take the role as their trusted advisors to heart in our day-to-day business practices. When they succeed, we succeed.
As a local company, we give back to the communities we serve by supporting local organizations and contributing to community initiatives.
We are committed to providing our clients with active, insightful and ongoing investment and planning support throughout life’s journey.