A complete list of active advisors currently associated with The Journeys Group, Inc.

Warmer can help you find a great advisor at The Journeys Group, Inc. or one who fits your needs even better.

The Journeys Group, Inc. provides investment supervisory services, hourly financial planning, and selection/referral to third‑party money managers for individuals, pension and profit‑sharing plans, and business entities. The firm reports roughly $63 million in assets under management across about 174 client relationships and operates with a small advisory team from a single office. The firm documents client goals and constraints in an Investment Policy Statement and relies primarily on cyclical analysis, using both short‑ and long‑term purchases, with monthly portfolio reviews and at least quarterly client reporting. The brochure states the firm does not exercise investment discretion over client accounts and will, when appropriate, refer clients to an external manager (identified in the brochure as Symmetry Partners) and receive a disclosed fee share for those referrals. Notable characteristics include that all reported AUM is non‑discretionary and the firm does not take custody of client assets, a combination that is less common among peer supported advisers. Principals are licensed insurance agents and have multiple outside business activities (including real‑estate holding entities), which the firm discloses and describes as a potential conflict of interest to be managed.

To learn more about the advisors currently working at The Journeys 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.