Journey Strategic Wealth
Beth Brigadier
Director of Advisor Services
Journey Strategic Wealth
Paul Vella
Investment Analyst
Colorado
Jill Isbell, CFP® CFP®
Senior Financial Planner
Colorado
Yenni Cheshire, FPQP®
Client Services Associate
New York & New Jersey
Zach Mohr
Advisor
Seattle
John Mortola
Financial Consultant
Florida
Ted Albrecht CFP
Financial Advisor
Florida
Sheila Meneses
Client Services Manager
Florida
Carol Liddy
Investment Operations Manager
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.
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