Journey Advisory Group
Journey Advisory Group was established in 2013 with one goal: enhance the lives of our clients by serving as a trusted advisor. As an RIA, JAG empowers individuals, families and organizations through customized and efficient investment management, financial planning, and wealth management services. Each client’s journey is unique to them; we strive to create a personalized financial roadmap to guide each financial and investment decision including goal planning, college planning, insurance planning and retirement planning.
Products and/or services
At Journey Advisory Group, we strive to create a straightforward, personalized and goal oriented financial roadmap to guide our clients toward their desired destination. Committed to principals of life-long learning and client empowerment, we seek to simplify complex financial terms and investment options, offering honest advice, and supporting our clients in navigating dynamic financial markets and strategies. JAG creates deep and meaningful relationships that last for generations achieved through our commitment to process including:
- Financial Planning to address a client’s use of income, retirement planning, college funding,
goal attainment and overall financial well-being.
- Investment Management to construct and maintain a diversified investment solution to achieve each client’s unique objectives.
- Wealth Management to provide a structured approach to wealth accumulation and management that is rigorous and targeted, while allowing customization as client needs change.
Past/current involvement with the Goering Center
Journey Advisory Group has been a Core Member of the Goering Center nearly from the company's inception. Through the years, members of the Journey team have participated in many of the Goering Center’s programs: Leadership Development Institute, Roundtables, and Communication & Culture Institute. Journey has also supported the Goering Center's marketing efforts with videos and social media promotion, through a volunteer effort.
Special offer for Goering Center Core Members
Journey would welcome the opportunity to support Goering Center Core Members by offering an independent assessment of your current investment portfolio and/or your existing financial plan. In addition, we will offer a 20% discount to Goering Center Core Members for any JAG services.