Utah
Kathleen Barlow
Financial Advisor, Managing Director
Virginia
Melissa Clark
Director of Planning
Virginia
Angela Lessor CDFA® CFP®
Financial Advisor
Virginia
Mark Newfield CFP® & RICP®
Financial Advisor & Managing Director
Northern California
Brett Agnew CFP®
Financial Advisor
Northern California
Kristin Bartlow CFP®, CLU®, RICP®, CHFC®, WMCP®
Financial Advisor, Managing Director
Seattle
Laurie Adams RICP®
Financial Advisor, Managing Director
Journey Strategic Wealth
Mark Lebida CFA®
Managing Director, Investments
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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