Journey is more than a platform for advisors. It’s a firm built by independent advisors, for advisors. We’re a home base, a guide and a partner. We’ll handle the rest. Literally.
Grow your practice while doing just what you love. Learn More

We Define
Independence Differently

Our Advisors are seeking a new business model. They know that a high-end tech stack and robust solutions are table stakes now— NOT a value proposition. 

They are tired of firms talking about best-in-breed technology and “competitive payouts.”  They want to be part of a firm that is in tune with what the modern advisor AND client needs beyond that.

Full Service Approach

We’ve built a full-service approach that gives independent advisors access to the tools, practice management support, and community they need to grow a client-focused business. All while allowing our advisors to remain independent and own their client relationships. 

REAL SUPPORT, REAL TALK, REAL-TIME.

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About Journey

Why We Named
Our Firm “Journey”

First because we believe that wealth management is more than just a service. It is not just asset management, or just financial planning.

It is every question a client has about his or her finances, family, businesses, wealth and legacy. It is not one thing. It is ALL the things. 

It is in fact…a journey. 

Secondly, we believe our collective experiences — and professional journeys —  have brought us together to build this firm and change the way advisors view their options in the independent RIA space. 

What We’ve Built

We’ve built a firm for the independent advisor who loves what they do, is passionate about their work with clients, but doesn’t love the responsibilities attached with being a business owner.  So, what exactly does that mean? This means providing advisors with everything they need to run a practice and then actually helping them run it.  

Operations
Investment Management
Wealth Management
Practice Management
Client Experience
Culture

Meet Our Founders

Mike is an industry veteran with a career spanning 30 years, serving UHNW families across multiple generations. He recognizes that “what got us here, won’t get us there” and is unwavering in his commitment to adjusting to the needs of the client.
Brian has run an UHNW practice for years and understands the challenges of running a business while comprehensively serving clients. He is dedicated to evolving alongside his clients, and helping other advisors do the same.
Damian LoBasso has spent the entirety of his 15 year career in the financial services industry in various investment banking, corporate finance and consulting roles.
Penny has spent her career coaching and consulting financial advisors and their teams. Her deep connection to the advisor community inspired the Journey platform.

Ready to Get Started?

The financial services industry has become extremely complex. But that shouldn’t mean your experience
running your business should be too. Real conversations, real relationships. Sound advice and guidance.