A complete list of active advisors currently associated with Journey 1 Advisors, LLC

Warmer can help you find a great advisor at Journey 1 Advisors, LLC or one who fits your needs even better.

Journey 1 Advisors is a state‑registered independent investment adviser that serves mainly individual clients and manages roughly $51 million for about 51 client relationships. The firm offers both discretionary and non‑discretionary portfolio management and provides reporting on assets, fees and performance while also recommending third‑party investment managers when appropriate. The firm tailors portfolios to each client’s objectives, risk tolerance and time horizon using documented investment profiles, with account reviews performed at least quarterly and asset‑allocation reviews at least annually. Investment approaches include dividend and fixed‑income, growth, and aggressive growth strategies, and may employ derivatives and hedging techniques such as protective puts and short sales. A noteworthy feature is that certain supervised persons are licensed insurance producers appointed by various insurance companies and, in their individual capacities, may recommend and sell insurance products to clients on a commission basis; the brochure discloses this potential conflict of interest and describes procedures intended to limit it while noting those insurance activities are not supervised by the adviser. The firm also leaves proxy‑voting authority with clients and generally effects fee deductions from custodian accounts only with written client authorization.

To learn more about the advisors currently working at Journey 1 Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.