The roots of Journey Advisory Group go back to 1959, when a small, family-owned CPA firm dedicated to helping individuals and businesses with all their tax and accounting needs saw the power of planning and partnerships.
Today’s Journey Advisory Group was launched in 2013. As a SEC Registered Investment Adviser*, we specialize in investment management and financial planning. Our clients come to us with a variety of needs, from wealth management to college planning, estate planning to insurance needs, tax management to retirement planning.
Clients are often forced to choose between smaller, independent firms and large, broad organizations. Smaller, independent firms can offer customized services but often lack the expertise and depth of larger organizations. Larger organizations may be unwilling or unable to effectively create long-lasting, personalized experiences for clients.
Journey was founded to offer the best of both worlds: highly personalized services combined with the market expertise and broad capabilities of a larger organization. Together, we can plan for your life's journey.