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Empower Clients,
Elevate Your Practice.

You are fundamentally changing lives for the better through financial advice. You deserve to work with a team who embraces the nobility of fiduciary, client-centric work.

We come alongside you to elevate your practice and give you the support to change your clients’ lives.

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Your Business

Focused on Freedom

Every day you provide advice free from conflict, free from self interest, free from product bias so that your clients get what they need. There is no greater use of your time than the advice and planning you provide.

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    Delivering Daily Excellence

    We’ll provide you with operational excellence, practice management expertise and business planning with superior client experience every day.

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    Unleash Your Potential

    When you’re ready to be free from the distractions of running your business to focus on your client’s financial freedom, we’re here to talk.

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Discover Journey Strategic Wealth

Diverse solutions for your financial advisory firm needs. Get one-on-one support and objective advice for every aspect of your business.

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Operations

Built to reduce the service and operations responsibilities on you, our operations team creates capacity for you to bring in new business and exceed client expectations.

Billing & Custodian Support
HR & Payroll
Compliance & Oversight
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Wealth Management

Deliver on every aspect of the wealth management experience, including financial planning, investment management, risk management, etc. Our tools and resources enable advisors to seamlessly serve your clients holistically.

Insurance and Annuity Solutions
Legal and Accounting Partners
Integrated Planning Tech
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Investment Management

Streamline your investment management approach and leverage our team for all back-office functions, including trading and account servicing. We believe in strategic asset allocation and using both active and passive products to take advantage of inefficiencies in the market.

Trading & Model Management
Account Servicing
Account Opening
Custodial Service
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Practice Management

At the core of what we do, we believe you should not waste time reinventing processes and systems. You and your team members can and will be supported to develop professionally.

Ongoing Practice Management
Coaching & Consulting
Access to Practice Management Content & Tools
Marketing Support & Implementation
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Client Experience

Get curated, customized client experiences through our support model. We work with vendors to surprise and delight clients with unique gifts, topical content and personalized tokens of appreciation. Our client portal, CRM and marketing platforms work in sync to ensure you are engaging with clients at critical moments.

Client Gifting & Engagement
Ongoing Client Marketing
Concierge Support Structure
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Culture

We embrace every advisory teams’ unique ethos and approach. What unites ALL of our teams is a shared culture of compassion and empathy for clients and each other, and an unwavering commitment to exceptional service.

Sturdy but flexible firm that evolves to meet client needs
Open & Inclusive firm that fosters respect & creativity
Humans helping other humans
routing-svg-icon

Operations

Built to reduce the service and operations responsibilities on you, our operations team creates capacity for you to bring in new business and exceed client expectations.

Billing & Custodian Support
HR & Payroll
Compliance & Oversight
bank-note-icon

Wealth Management

Deliver on every aspect of the wealth management experience, including financial planning, investment management, risk management, etc. Our tools and resources enable advisors to seamlessly serve your clients holistically.

Insurance and Annuity Solutions
Legal and Accounting Partners
Integrated Planning Tech
statistic-chart-icon

Investment Management

Streamline your investment management approach and leverage our team for all back-office functions, including trading and account servicing. We believe in strategic asset allocation and using both active and passive products to take advantage of inefficiencies in the market.

Trading & Model Management
Account Servicing
Account Opening
Custodial Service
notes-icon

Practice Management

At the core of what we do, we believe you should not waste time reinventing processes and systems. You and your team members can and will be supported to develop professionally.

Ongoing Practice Management
Coaching & Consulting
Access to Practice Management Content & Tools
Marketing Support & Implementation
stars-line-icon

Client Experience

Get curated, customized client experiences through our support model. We work with vendors to surprise and delight clients with unique gifts, topical content and personalized tokens of appreciation. Our client portal, CRM and marketing platforms work in sync to ensure you are engaging with clients at critical moments.

Client Gifting & Engagement
Ongoing Client Marketing
Concierge Support Structure
hand-heart-icon

Culture

We embrace every advisory teams’ unique ethos and approach. What unites ALL of our teams is a shared culture of compassion and empathy for clients and each other, and an unwavering commitment to exceptional service.

Sturdy but flexible firm that evolves to meet client needs
Open & Inclusive firm that fosters respect & creativity
Humans helping other humans

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FAQ Section

At Journey Strategic Wealth, we've compiled this comprehensive questions to address common inquiries about our products and services.

Journey advisors pay an affiliation fee depending on the size of their practice. Contact us to learn more!


Advisors who have above average organic growth tied to their brand can co-brand with Journey.


Yes


Journey is ideal for advisors who are mostly models and who want to access an investment team for research, oversight, and trading. Its possible to accommodate anything an advisor is currently doing within our platform.


Ready to take the first step
?

Whether you’re preparing for your legacy or have decades left to build, let Journey come alongside you to elevate your practice and give you the support as you bring last impact to your clients.

Contact Us