JOURNEY INVESTMENTS, LLC

Overview

Journey Investments, LLC is structured as a limited liability company operating as an independent Registered Investment Adviser that focuses on individual and family clients. The firm identifies itself as a capital allocator, which suggests it sources and places client capital with third‑party managers rather than running large in‑house pooled vehicles. Its business model blends advisory services with insurance brokerage: advisory activities explicitly include financial planning, selection of other advisers, and delivery of educational seminars and workshops, while insurance brokerage is listed among its business activities. Fee arrangements are not AUM‑based in the data provided; Journey Investments uses hourly charges, fixed fees and other non‑standard fee structures. The firm is not characterized as an active ESG investor, is not a multi‑state adviser, and is not newly formed.

Assets & Accounts

Investments & Alternatives