A complete list of active advisors currently associated with Journey Retirement Planning and Investment Management, LLC

Warmer can help you find a great advisor at Journey Retirement Planning and Investment Management, LLC or one who fits your needs even better.

Journey Retirement Planning and Investment Management, LLC serves individual and high‑net‑worth clients, offering discretionary portfolio management and financial planning services. The firm reports approximately $187.3 million in discretionary assets under management and provides advice on a broad range of investments, including mutual funds, ETFs, REITs, variable annuities and other securities. The firm typically manages client accounts on a discretionary basis and tailors investments to each client's objectives and risk tolerance, often implementing third‑party model portfolios and sub‑advisers that it monitors and may replace without prior client approval. Operational choices disclosed in the brochure include managing cash through the custodian’s money‑market vehicle and noting that tax efficiency is not a primary consideration unless otherwise agreed in writing. Distinctive aspects of Journey’s practice include its affiliation with an insurance agency and that advisory personnel are licensed insurance agents who may earn commission‑based compensation for insurance sales, a practice the brochure identifies as a potential conflict of interest. The firm also routinely directs clients to recommended custodians (including Schwab and Interactive Brokers) for model portfolios, does not aggregate multiple client orders, and discloses no disciplinary history in the brochure.

To learn more about the advisors currently working at Journey Retirement Planning and Investment 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.