A complete list of active advisors currently associated with Journey Investments, LLC

Warmer can help you find a great advisor at Journey Investments, LLC or one who fits your needs even better.

Journey Investments, LLC (dba The Journey Financial Group) provides personalized financial planning and consulting primarily to individual clients and other account types such as trusts and retirement plans. The firm does not act as a custodian and generally does not manage client assets directly. Advice is delivered through consultations and documented in written financial plans and client investment policy statements; clients may impose investment restrictions and receive periodic reviews. Instead of discretionary portfolio management, the firm refers clients to third‑party money managers and reviews quarterly statements and performance provided by those managers. Notable distinctions include an active insurance broker/agent affiliation in the firm’s business activities (with more than half of related time spent on insurance work) and referral arrangements with third‑party managers, including programs that offer passive ETF and wrap fee options. The firm’s own compensation model relies on fixed, hourly, and referral arrangements rather than charging a proprietary percentage‑of‑assets fee, and the brochure discloses related conflicts of interest and the firm’s procedures to mitigate them.

To learn more about the advisors currently working at Journey Investments, 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
Ambar Reddekopp	Loveland, CO	8

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