Journey Financial Management, LLC

Overview

Journey Financial Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses. Its client-fee arrangements include asset-based fees, hourly charges, and fixed fees. Journey does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator. The firm also notes an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives