Mentor, OH Office

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.