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.
If you had more time to do what is most important to you i.e. take care of your family, your health, important relationships, your professional life, your own growth, favorite activities and volunteering, or fill in the blank __________, while knowing that your finances and investments were optimally implemented that would be good.
If you had more time to do what is most important to you i.e. take care of your family, your health, important relationships, your professional life, your own growth, favorite activities and volunteering, or fill in the blank __________, while knowing that your finances and investments were optimally implemented that would be good.
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We not only act in your best interest, but also want to change the world. If you are like most people, you probably assume all financial advisors have to act in each client's best interest. Many do, but they don't have to. Lots of the name-brand big brokerage firms hire armies of lobbyists to make sure this is not going to become written into the Department of Labor's regulations.
Due diligence is difficult. We hope this table helps you do a great job, so you get the most value from your advisor relationship. The two tables compare and contrast advisory firms and advisors, respectively. Read this illuminating post from the Above the Market blog, A Hierarchy of Advisor Value, to learn why the differences above are meaningful for you.
Is Journey Wealth Partners a fit for you? You be the judge. We will do our best to help you find the right fit even if we are not. You will be happy you came to meet us. The objective of the discovery meeting is to clarify what you want and need, and to see if we are the team with the process and strategy for you (and you for us).
We work with successful independent thinkers who value proven strategies and smart execution. It requires a willingness to share your personal aspirations (and financial data). Full disclosure: Formulating and executing a successful wealth management plan takes time and your engagement. In the beginning, you should expect to meet with us five or six times, face-to-face or via Skype.
At Journey Wealth Partners, our investment philosophy is grounded in a conservative, evidenced-based approach. To us, that means implementing expertly constructed, efficient, low-cost, well-diversified, risk-adjusted portfolios, and using best practices for risk and wealth management, growth and income, asset tax location and common-sense retirement income withdrawal strategies.
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