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Our Firm

Our Firm

We believe in having a positive impact on the lives of those around us—our family, friends, clients, and other members of the community.

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Our Services

Our Services

We offer a full range of investment and financial services that are created uniquely for you with your goals in mind. 

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Our Approach

Our Approach

We understand that one size does not fit all and strive to create customized plans for each client's short and long term goals. 

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Your Financial Partner for Life

Your Financial Partner for Life

We believe that each client deserves to feel valued by their financial advisor. With no stone unturned, we act as your trusted partner, working together to achieve your financial goals and dreams. Your success is both a product of and a testament to our steadfast commitment and excellence in pursuing our mission.

Personalized To Fit Your Needs

Personalized To Fit Your Needs

There isn't a one size fits all approach to your financial future. We provide personalized financial guidance and work to ensure our clients – and prospective ones – feel confident in the decisions we make in their financial lives. We ensure your plan always aligns with your life, giving you the confidence to navigate any financial landscape.

Our Services

Your goals and aspirations are not an afterthought; they're our guiding star. We adopt a client-centric approach and would never make recommendations for your retirement that we would not do for ourselves. Learn more about what Journey Financial can do for you.

Financial Planning

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Portfolio Management

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Insurance Planning

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Tax Planning

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There is an old adage: "If you fail to plan, you plan to fail." This is especially true when considering how to retire comfortably. No matter where you are in your career, now is the time to begin working with a dependable financial planning service that can help you identify your assets, clarify your goals, and meet your long-term needs.

Knowledge Leads to Financial Freedom

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Weekly Market Commentary

Weekly Market Commentary

Thoughtful insight on market news

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LPL Research

LPL Research

Helpful documents provided by the LPL Research Team

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Resource Library

Resource Library

Curated articles, videos, and more for a financially savvier you

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Blog

Blog

Stay up to date on the latest firm news

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