JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC

Overview

Journey Retirement Planning And Investment Management, LLC is an independent registered investment adviser serving primarily individual and family clients. The firm combines ongoing discretionary portfolio management with fee-for-service financial planning and educational workshops, and charges clients via asset-based fees as well as hourly and fixed-fee arrangements. Journey Retirement Planning tends to allocate client portfolios toward publicly traded equities and exchange-traded products as the primary building blocks, while using third-party solutions for niche exposures and alternative real estate allocations. The firm is not positioned as a capital allocator and does not present itself as an active ESG investor. Services emphasize personalized planning and small-business relationships alongside retirement-oriented portfolio management. Because the firm operates as an independent RIA with an individual owner structure, it relies on external platforms and managers to implement specialty exposures rather than bringing those capabilities in-house.

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