A complete list of active advisors currently associated with Journey Financial Group, Inc.
Warmer can help you find a great advisor at Journey Financial Group, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Journey Financial Group, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Buffalo Grove, IL
| 32
| |
Buffalo Grove, IL
| 3
| |
Buffalo Grove, IL
| 3
| |
Buffalo Grove, IL
| 42
| |
Buffalo Grove, IL
| 12
|
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