Providing the tools to travel further.


At Journey, we redefine the possibilities of what can be achieved with your financial resources. Our team and services are dedicated to aligning your finances with your core values, establishing a connection between your wealth and the aspects of life that you hold dear. We strive to foster a sense of fulfillment in the present, and not just for the future, by helping you make your money resonate with your personal and professional aspirations.

Comprehensive Financial planning

Let us focus on establishing your financial freedom and future security, enabling you to prioritize what matters to you the most.

Purpose-Based Planning

Our expertise is grounded in the principles of Purpose-Based Planning. We provide a foundational blueprint for all your important financial decisions while resonating with your purpose, passions, and aspirations.

Customized Solutions

We offer a comprehensive range of planning services, including asset management, estate, retirement, tax planning, and wellness, all tailored to align with your individual needs and timeline.

Investment Management

Whether you have precise investment goals or are seeking broader guidance and oversight our team is ready to serve.


As an independent investment advisor we seek to operate with your best interests in mind. Our open architecture platform allows us to identify and recommend objective based portfolio investments.

Investment Objectives

Our recommendations are always driven by our desire to see you attain the investment goals we set forth, together. We measure ourselves by outcomes delivered, not by items billed.

Asset Allocation

Our allocations may incorporate a variety of vehicles, including our network of third party managers, mutual funds, ETFs, and alternative strategies. We match return expectations with timelines and risk tolerance.


Take advantage of our knowledge to capitalize on opportunities and help grow your business.

Cash Flow Optimization

Starting with a complete understanding of your full balance sheet, we can put you in a position to maintain the strength of your business while enjoying the most fulfilling life possible.

Continuity Planning

Planning for your life after business and strategically setting up the business for success can be challenging. We provide support in monetizing your business, legacy planning, and more.

Wellness & Coaching

Empowering you to live your best life driven by your purpose, passion, and vision.

The Family Journey

Our comprehensive coaching and guidance are specifically tailored for your family, guiding them to not only live their best life but also create a legacy that transcends generations.

Personal & Executive Coaching

We deliver personal and executive coaching services, designed to empower individuals, families, and leaders with the tools and insights needed to reach their full potential.

Wellness & Lifestyle Services

Our firm provides comprehensive wellness and lifestyle services, aimed at enhancing personal health, promoting positive lifestyle changes, and fostering overall well-being.