Journey Advisory Group, LLC

Journey Advisory Group, LLC is a SEC Registered Investment Adviser* specializing in investment management and financial planning. Launched in 2013, the company focuses on partnering with clients to meet their financial needs throughout life's journey, including wealth management, college, retirement and estate planning, tax management, and insurance. It aims to offer a unique alternative to clients who often face the choice between small, independent firms lacking expertise and large, impersonal organizations. Journey provides sophisticated planning and investment expertise combined with exceptional personalized service.

The company operates in the finance, financial services, and wealth management industries. It emphasizes its expertise and personalized service as key differentiators in the market.

While the headquarters location and details of the last investment and investors are not available, Journey Advisory Group positions itself as a reliable and client-centric option in the competitive financial services sector.

*Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Journey Advisory Group or any person associated with Journey Advisory Group has achieved a certain level of skill or training.