Journey Team

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).