Journey Asset Management LLC

Overview

Journey Asset Management LLC is a small, owner-operated independent registered investment adviser that serves individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees. Its investment activity is concentrated in pooled public funds—mutual funds constitute the primary vehicle for portfolio construction—and it supplements those core holdings with limited allocations to real estate through third‑party managers. Journey does not identify as an active ESG investor, and it operates as a single-state adviser rather than a multi-state or institutional pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices