About
Our Mission
To embrace the nobility of the financial advice profession through un-conflicted independence, resources and technology in a community of like-minded practices and teams that enables them to spend the majority of their time with clients, doing what they love.
Journey exists because we believe that support doesn’t just mean a high-end tech stack or access to do-it-yourself solutions.
We’re driven by a core set of principles that guide our business decision-making, our actions with you, and the way we support each other within our team.
Honesty
Our commitment to integrity demands that we have an awareness of what is right and appropriate for our roles, behavior and relationships. We live, work and communicate with straightforward authenticity to create clarity and trust.
Equality
Our common humanity, despite various differences, is the foundation on which our service stands. Every person is treated equally, without regard for their race, national origin, gender, religion or any other category of individuality.
Community
We believe collaborating with our colleagues elevates our expertise to deliver superior advice-driven service and solutions. We depend on our community in all areas of what we do, whether client facing or practice focused. Our team holds each other accountable for what we promise so that our actions meet the expectations we create. We think about succession from our clients’ perspective to ensure trust continues to grow.
Communication
We communicate clearly and kindly through the best compliant mediums for our clients. We press in when there is confusion to make sure that everyone understands and agrees to the path we’re walking together.
Family
Cohesion, self-esteem, and caring bind us together at work and in our personal lives. We are ever mindful of how our decisions impact colleagues and loved ones.
Fairness
Treating everyone impartially, offering unbiased and consistent assistance while ensuring equal access to resources and tools is at the core of our identity.
Access
Every day we strive to bridge the difference between talking about diversity initiatives versus actual, meaningful inclusion in the workplace. We believe that everyone deserves a seat at the table.
We uphold the value of individuals, embrace diverse perspectives, and nurture
a culture of excellence.
Our service goes beyond the confines of our office locations
We reach out to you, no matter where you are.
Contact the nearest office to start a conversation
