Broker Check

Journey Team

Expect More, with Journey

Financially conservative advisors?

Yes. Conventional advisors? No. Not by a long shot.


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.

Our model for serving clients, however, is far from conventional. For one thing, we combine investment management with financial planning because we know this approach greatly enhances clients’ probability of maintaining their standard of living in the future. Secondly, we provide comprehensive wealth management services (proactive planning and disciplined investing) for a competitive and transparent fee.

You might say Journey sits somewhere between two extremes. On the one hand, you have automated “ robo advisors” (low fees, but generic recommendations and no human interaction). On the other, the large investment banks (personalized service, but high costs, opaque strategies/fees and, often, inherent conflicts of interest).

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Peggy McGillin, CFP®

Principal & Founder

Peggy McGillin, CFP® helps clients clarify what is most important to them, has a keen ability to break down complex decisions and is adept at propelling clients to act, so they achieve their goals. As a business owner and founder...

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Matthew McKinnon

Client Service Manager

978-369-2911

matthew@journeywealthpartners.com

Matthew McKinnon supports clients and the Journey Team in several key roles. Matthew is responsible for money movement and the operations supporting that function working with Journey’s custodians and money managers. 

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Christine Coffin

Administrative Manager

978 369 2911

christine@journeywealthpartners.com

Christine Coffin Administrative Manager   Supporting Peggy and Journey Wealth Partner’s team, Christine is responsible for client experience including scheduling, document management and workflow. In addition, she leads...

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