Meet our Extraordinary Team

Get to know us and see if you find us a good fit

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.