Journey Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$334,214,341
Clients
323
Advisors
5
of 7 employees
About
Journey Financial Group serves individual clients across a range of wealth levels and also provides advisory services to pension and profit‑sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, asset allocation and monitoring, financial planning, and retirement plan consulting, including participant investment advice for self‑directed 401(k) accounts.
The firm typically manages accounts on a percentage‑of‑assets basis and applies firm‑developed model portfolios that span conservative to aggressive risk profiles; for self‑directed 401(k) accounts it offers distinct models labeled Income, Total Return, and Growth. Journey’s methods include both fundamental and technical analysis and, where suitable for a client’s objectives, may involve alternatives, derivatives, and other higher‑risk strategies; accounts are monitored periodically with at‑least‑annual reviews and custodian statements sent directly to clients.
Noteworthy operational and conflict disclosures distinguish the firm from many peers: Journey requires clients who want asset management to custody assets with its recommended custodian (Charles Schwab) and discloses receiving transitional credits and other incentives from that custodian. The brochure also discloses that advisory representatives are licensed to sell insurance and that the firm may offset advisory fees with initial commissions when clients implement commissionable products, and it accepts retirement plan consulting engagements in which it may serve in an ERISA fiduciary capacity for certain services.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees up to $10,000
$100,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 0.95% $3,000,000 - $5,000,000: 0.90% $5,000,000+: 0.85% / negotiable
Up to $450 per hour for financial planning services
Account minimum: $50,000 Fee-only: Financial planning fixed fees up to $10,000; hourly fees up to $450/hour; fees are negotiable
Main office
1110 W. Lake Cook Road, Suite 265
Buffalo Grove IL 60089
Advisors at this office
5
Most active in
Arizona · California · Colorado · Florida · Illinois · Indiana · Maine · Minnesota · Missouri · New Hampshire · North Carolina · Tennessee · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Brian M
Series 66
Buffalo Grove, IL
Journey Financial Group, Inc.
Brian Mcdonaugh is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Royal Alliance Associates Inc. and Osaic Wealth, Inc. Mcdonaugh also provides notary public services to clients at no charge. Journey Financial Group serves individual investors, retirement plans, charitable organizations, and corporate clients by offering discretionary portfolio management, financial planning, asset-allocation advice, and retirement plan consulting. The firm uses written plans and reporting to document goals and recommendations and employs both fundamental and technical analysis in managing client portfolios.
Gergana V
Series 63, Series 65
Buffalo Grove, IL
Journey Financial Group, Inc.
Gergana Vasileva is an Investment Advisor Representative at Journey Financial Group, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Journey Financial Group since 2013 and OSAIC since 2015. Vasileva also provides Notary Public services to existing clients of the firm. Journey Financial Group serves individuals across various wealth levels as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and retirement plan consulting using model portfolios that range from conservative to aggressive risk profiles.
Haley S
Series 66
Buffalo Grove, IL
Journey Financial Group, Inc.
Haley Staniszewski is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL. She holds a Series 66 designation and has three years of industry experience, including roles at Osaic Wealth, Inc. and Augustus Labs, LLC. In addition to her advisory work, she provides notary public services to existing clients at Journey Financial Group. Journey Financial Group serves individual clients across a range of wealth levels as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing firm-developed model portfolios that cover a spectrum of risk profiles and incorporating both fundamental and technical analysis.
Marilyn B
Series 63, Series 65
Buffalo Grove, IL
Journey Financial Group, Inc.
Marilyn Bilyk is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Journey Financial Group since 1997 and previously worked at Royal Alliance Associates, Inc. for 26 years. In addition to her advisory role, she serves as a notary public, providing services to clients at no charge. Journey Financial Group serves individual clients across varying wealth levels, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning using firm-developed model portfolios that range from conservative to aggressive, incorporating both fundamental and technical analysis.
Mclain T
Series 63, Series 65
Buffalo Grove, IL
Journey Financial Group, Inc.
Mclain Tallungan is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Journey Financial Group and OSAIC since 1997. Outside of advising, he provides notary public services to clients at no charge. Journey Financial Group serves individual investors, including high-net-worth clients, as well as retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing both fundamental and technical analysis in its investment approach.
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