Covington, KY E. Rivercenter Blvd logo

Covington, KY E. Rivercenter Blvd Office

Team
Updated today
Journey Advisory Group, LLC logo

Journey Advisory Group, LLC

Team

Firm-wide stats for Journey Advisory Group, LLC

Total advisors

18

Across 8 offices

Clients per advisor

48 Typical

Avg AUM per client

$1,852,107 High

HNW client ratio

39% High

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

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Based on Journey Advisory Group, LLC

Occupation focus

Founder/Business Owner

Based on Journey Advisory Group, LLC

Location

50 E. Rivercenter Blvd, Suite 301

Covington KY 41011

Advisors at this office

5

Advisors at this office

user avatar

Adam L

CFP®, Series 63, Series 66

Covington, KY

Journey Advisory Group, LLC

Adam Lisowsky is a CFP® professional with 11 years of industry experience. He is currently with Journey Advisory Group, LLC and has previously worked at CX Institutional, Clarify Wealth Management, LPL Financial, and Fidelity Brokerage Services. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans. The firm offers discretionary portfolio management and financial planning, applying a long-term investment strategy with strategic asset allocation and a variety of analytical methods.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Meghan M

CFP®, Series 66

Covington, KY

Journey Advisory Group, LLC

Meghan Mullikin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Journey Advisory Group, LLC. Her prior experience includes roles at Mariner Wealth Advisors, Fifth Third Bank, and Fifth Third Securities. She holds a board position with Freestore Foodbank, Inc., a nonprofit organization in Cincinnati. Journey Advisory Group serves a diverse client base including high-net-worth 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 strategic asset allocation and utilizes a range of instruments and strategies, managing approximately $1.47 billion in assets.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Paula A

CFP®, Series 66

Covington, KY

Journey Advisory Group, LLC

Paula Abbott is a CFP® professional with 14 years of industry experience, currently with Journey Advisory Group, LLC. Her prior roles include positions at Magellan Federal and Zeider's Enterprises, both Department of Defense contractors, as well as Key Bank, Horter Financial Strategies, and The Huntington Investment Company. 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 strategic asset allocation and utilizes a variety of instruments and strategies, managing approximately $1.47 billion in assets.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Tyler V

Series 65

Covington, KY

Journey Advisory Group, LLC

Tyler Verst is a financial advisor at Journey Advisory Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Great American Insurance Company, American Financial Group, and General Cable Corporation. Outside of his advisory role, he operates a tax preparation service through Tyler J Verst CPA LLC. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans. The firm offers discretionary portfolio management and financial planning, emphasizing long-term strategies with a mix of fundamental, technical, and cyclical analysis.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
user avatar

Tyler M

Series 65

Covington, KY

Journey Advisory Group, LLC

Tyler Malay is a financial advisor at Journey Advisory Group, LLC with a Series 65 designation. He joined the firm in 2024 and has prior work experience in various roles outside the financial industry, including positions at Valet Plus Parking and Dick's Sporting Goods. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, offering discretionary portfolio management and financial planning. The firm emphasizes long-term investment strategies with strategic asset allocation and uses various instruments and approaches to manage approximately $1.47 billion in assets.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
View complete list of advisors at this office
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