Meet our Extraordinary Team
Get to know us and see if you find us a good fit
Our Team at Journey Strategic Wealth
Our team will know you by name and do so much more than manage your investments. When you need to make a decision about money or life gets in the way of your plan, you can talk to us.
Big-Firm Service. Small-Firm Feel.
With Journey, you get the experience and resources of a large institution while still receiving intimate engagement from a small team.
We're a boutique advisory firm, and that's by design. We give each client individual attention that is well-researched and actually impacts your life for the better. Everyone you’ll interact with at Journey is someone who lives by our core values: honesty, communication, and family.