Radically Rational Wealth Management
We invite you to explore our time-tested approach to proactive planning and disciplined, efficient investing: an approach so rational, it’s radical. At Journey, we act in your best interest — all day, every day. How is that different than the typical advisor? Just look at the math.
A typical advisor serves 300 clients. With 2,000 working hours per year, that means their clients receive less than seven hours of attention each year. For investors who have over $2 million in investible assets and are paying one percent, this translates to $2,857 per hour. If you buy insurance through them, they earn even more. Is that rational wealth management? Yes — for your advisor.
Heart & Sole
Our sole reason for being is to increase our clients’ control, outcomes and purpose.
We execute practical and effective evidence-based strategies, with a transparent and competitive fee structure, delivered with extraordinary personal service. If you are not hitting your targets for savings, rebalancing, tax and risk management, legacy planning and other goals, you are likely not receiving the comprehensive personal financial planning you deserve.
Dig in and see just how unique we are — and how every difference benefits you.