Broker Check

 Who We Are

We are committed to providing a high level of service that stands apart from the rest.

 How We Work

We work with you to create customized strategies that address your personal needs.

What We Offer

 We offer comprehensive wealth management and retirement planning strategies.

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.

The Logic

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 believe you are in optimal financial shape, how do you know?  If you worry that you are not, what would you need to know to not worry?

If you are a do it yourselfer, that implies that you have the time, focus, tools, information, access and insight, discipline and lack of behavioral biases at all time to execute.

If you work with an advisor, first and foremost confirm they working in your best interest and if that hurdle is met, are you convinced that they have the time, focus, tools, information, access and insight, discipline and lack of behavioral biases at all time to ensure your plan is fully executed?

We can help you make sure your finances are optimal or we will work with to make sure they are. Please read through our website, especially ourBiosand our ADV and let us know what you think, and if you are comfortable, let’s meet to better understand what you want and need.


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.

Review the Evidence

You are a Standout

You are a Standout

Step up to personal financial planning and investment advice that is as distinctive as you are. The best plans always depend on what is most important to you and what you can control.

Let our team of warm, human CERTIFIED FINANCIAL PLANNERSTM create your own comprehensive financial plan and optimal investment strategy with you, from scratch.

We invite you to explore our time-tested approach to proactive planning and disciplined, efficient investing. It’s an approach so rational, it’s radical.

Meaningful Differences

Your Proactive Wealth Management ‘A’ Team

The investment advisors at Journey Wealth Partners — each of whom is a CERTIFIED FINANCIAL PLANNER™ — allow us to deliver comprehensive wealth management strategies. We are diligent about applying the “relevant to you” changes in the ever-evolving worlds of investments, insurance and tax changes, all while accounting for the risks and opportunities that could impact your financial health.

Partner with us to clarify what you want from your life throughout your Journey.

Meet the Team

Financial Wisdom

Financial Wisdom

Improve your financial decision making.

Stay mindful, keep learning, and most importantly, take action:

Subscribe
DFA Q3 2021 Market Review

DFA Q3 2021 Market Review

This report features world capital market performance and a timeline of events for the past...

Read Post
DFA Q2 2021 Market Review

DFA Q2 2021 Market Review

This report features world capital market performance and a timeline of events for the past...

Read Post

Janice Swenor, CFP®

Director of Investment Management and Compliance

Read more

Kristine Malonis

Administrative Manager

Neil Collins, CFP®

Senior Financial Advisor

Read more

What drives your planning and investing decisions that may be driven by unconscious beliefs?  Be our guest and generate your own personal report via our complimentary access to Financial DNA below:

Subscribe to Financial Wisdom

Thank you!
Oops!

SCHEDULE YOUR COMPLIMENTARY FINANCIAL ROADMAP MEETING

Thank you!
Oops!