Journey Financial Management, LLC

Overview

Journey Financial Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its billing options include a percentage-of-assets fee, hourly charges, and fixed fees. Journey does not position itself as a capital allocator or pension consultant, and it is not designated as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices