Cincinnati, OH Office
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Journey Advisory Group, LLC
Team
Firm-wide stats for Journey Advisory Group, LLC
About
Journey Advisory Group serves individuals (including high-net-worth clients), trusts and estates, charitable organizations, corporations and retirement plans, providing continuous portfolio management, written financial planning, and retirement plan consulting services such as investment policy statement preparation and serving as a 3(38) co-fiduciary when engaged. The firm delivers these services through individual portfolio management arrangements and separate financial planning or consulting engagements.
The firm generally implements a long-term, strategic asset allocation approach, using fundamental, technical and cyclical analysis together with portfolio construction tailored to each client’s objectives, tax considerations and liquidity needs; tax-conscious techniques such as tax-loss harvesting and limited alternative exposures are part of its toolkit. Journey reports approximately $1.65 billion in assets under management and typically manages client accounts on a discretionary basis while treating legacy or non-managed assets separately.
Noteworthy differences from many peers include advising on pooled investment vehicles—its brochure explicitly lists interests in partnerships investing in real estate and in oil and gas—and operating an affiliated insurance agency, Journey Risk Solutions, to offer primarily life insurance products. The firm’s ADV also indicates use of client testimonials in advertising and documents the 2024 transfer of Herr Investment Group clients who remain on grandfathered billing arrangements, a transition detail that affects some accounts’ administration.
Based on Journey Advisory Group, LLC
Expertise
Based on Journey Advisory Group, LLC
Location
4500 Cooper Road, Ste 201
Cincinnati OH 45242
Advisors at this office
4
Advisors at this office
James J
CFA®
Blue Ash, OH
Journey Advisory Group, LLC
James Joo is a CFA® charterholder with three years of industry experience. He is currently with Journey Advisory Group, LLC and previously worked at PNC and U.S. Bank. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with a focus on strategic asset allocation and uses a variety of instruments and approaches in managing approximately $1.47 billion in assets.
Elizabeth D
Series 65
Cincinnati, OH
Journey Advisory Group, LLC
Elizabeth Dayter is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at Journey Advisory Group, LLC since 2020 and previously spent seven years at Torch Wealth Management LLC. Journey Advisory Group serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach that incorporates fundamental, technical, and cyclical analysis tailored to client objectives, including tax-conscious strategies.
Jill H
CFP®, Series 63
Cincinnati, OH
Journey Advisory Group, LLC
Jill Henson is a CFP® with 19 years of industry experience, currently serving at Journey Advisory Group, LLC since 2021. Her prior experience includes roles at U.S. Bancorp Investments and U.S. Bank from 2016 to 2021. Journey Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach tailored to client objectives and incorporates tax-conscious techniques such as tax-loss harvesting.
Michael W
Series 65
Cincinnati, OH
Journey Advisory Group, LLC
Michael Wilhelm is a financial advisor at Journey Advisory Group, LLC in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Journey Advisory Group, he worked at WesBanco Bank for six years and U.S. Bank for eight years. Journey Advisory Group serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach with tax-conscious techniques and manages approximately $1.65 billion in assets, often on a discretionary basis.
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