A complete list of active advisors currently associated with Journey Financial Management, LLC
Warmer can help you find a great advisor at Journey Financial Management, LLC or one who fits your needs even better.
Journey Financial Management provides advisory services to individuals (including high‑net‑worth clients), business‑sponsored retirement plans, and other entities, offering comprehensive and limited‑scope financial planning, discretionary investment management, SIMPLE IRA plan advisory, donor‑advised fund portfolio management, and assistance with self‑directed IRAs. As of December 31, 2025 the firm reported roughly $57.9 million in discretionary assets under management, serving about 77 clients with a four‑advisor team. The firm’s investment process centers on constructing Investment Policy Statements and implementing primarily passive, cost‑aware portfolios using index mutual funds and exchange‑traded funds, with ongoing monitoring, rebalancing and tax‑aware considerations; accounts may be managed on a discretionary or non‑discretionary basis. JFM states it tailors allocations to client goals, life stage, time horizon and risk tolerance and discloses that it serves as a fiduciary for retirement accounts under ERISA/Code standards. Noteworthy operational features include insurance‑related activities: several firm representatives are licensed insurance agents, the firm provides ministerial administrative assistance for annuity contracts issued by Jackson National (without charging fees), and the brochure discloses that insurance products, including annuities, may be recommended when appropriate. The firm also requires the use of Equity Trust for self‑directed IRAs and manages donor‑advised fund accounts subject to sponsoring‑organization oversight, each of which imposes specific operational constraints and potential conflicts disclosed in the brochure.
To learn more about the advisors currently working at Journey Financial Management, LLC, 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 |
|---|---|---|
Bowling Green, KY
| 18
| |
Bowling Green, KY
| 22
| |
Bowling Green, KY
| 12
| |
Bowling Green, KY
| 2
|
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