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In The Press
Damian Lo Basso, the former founder and CEO of Compass CFO Solutions, has joined Journey Strategic Wealth, the new registered investment advisor/partnership launched earlier this year, as managing partner. Lo Basso joins three other managing partners at the firm, which include former Dynasty Financial Partners executives Michael Brown and Brian Flynn, as well as practice management...
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Summit, N.J., May 11, 2021 (GLOBE NEWSWIRE) — Journey Strategic Wealth (“Journey”), a registered investment advisor and practice management partner, today announced the addition of Damian Lo Basso as managing partner. In this role, Lo Basso will head finance, operations, and mergers and acquisitions for Journey as the firm continues to expand its industry-disruptive approach...
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Damian Lo Basso is moving on from the outsourced CFO services firm he founded to join an upstart RIA. Lo Basso (pictured), formerly the chief executive of Compass CFO Solutions, has joined Journey Strategic Wealth, a Summit, N.J.-based firm with roughly $2.7bn in client assets under management.
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An RIA aggregator that launched into the crowded sector earlier this year has made its first M&A deal and opened its first location on the West Coast. Financial advisor Kristin Bartlow joined Journey Strategic Wealth after nearly a dozen years with Northwestern Mutual, where she had grown the ensemble practice to a team of four...
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summit, New Jersey-based Journey Strategic Wealth has expanded with the opening of a new San Francisco office that is home to the first advisor team under the new RIA partnership business model that Journey launched in January, it said Tuesday. The San Francisco advisor team is led by Kristin Bartlow, previously of Bartlow Wealth Management,...
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Journey Strategic Wealth, the new registered investment advisor/partnership launched earlier this year, has recruited its first tuck-in, adding financial advisor Kristin Bartlow and her team, who bring $180 million in client assets, from Northwestern Mutual. Journey was founded in January by financial advisors and former Dynasty Financial Partners executives Michael Brown and Brian Flynn, along with...
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Summit, N.J., April 13, 2021 (GLOBE NEWSWIRE) — Journey Strategic Wealth (“Journey”), a registered investment advisor and practice management partner, today announced the launch of their San Francisco office led by award-winning advisor Kristin Bartlow, CFP®, CLU®, RICP, ChFC®, WMCP®, previously of Bartlow Wealth Management, a Northwestern Mutual firm. The team brings $180M in assets...
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Financial advisors and former Dynasty Financial Partners executives Michael Brown and Brian Flynn have left Magnus Financial Group, a New York registered investment advisor backed by Merchant, to launch Journey Strategic Wealth, an RIA/partnership, with practice management coach Penny Phillips, founder of Thrivos Consulting. The firm, based in Summit, N.J., will start with just over...
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