Journey Investments, LLC

Overview

Journey Investments, LLC is an independent, Colorado-based wealth advisory firm structured as an LLC that serves individual and family clients. The firm functions as both an adviser and an insurance broker, offering financial planning, manager selection, and educational seminars and workshops. Journey describes itself as a capital allocator, which aligns with its practice of directing client capital to outside managers and product providers. Fee arrangements include hourly and fixed-fee engagements, plus other fee structures that suggest a mix of project-based and ongoing advisory work. Journey does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices