Journey Retirement Planning And Investment Management, LLC

Overview

Journey Retirement Planning And Investment Management, LLC is an independent registered investment adviser that began SEC registration in 2021 and operates as an LLC with a single individual owner. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. Journey is not positioned as a capital allocator, does not identify as an active ESG investor, and lists an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives