Welcome to Journey Tree

Journey Tree Financial Planning and Investments, based in Eugene, Oregon, provides financial planning and investment services to individuals and small businesses.

We believe that careful planning and prudent investing are the best way to help our clients reach their life goals and provide for a comfortable retirement. We develop handcrafted, highly personalized financial plans that seek to manage risk, minimize tax burden, and prepare our clients for emergencies. We leverage tried and true investment strategies that take into consideration our clients’ values and goals.

At Journey Tree, there are no hidden fees, commissions, or sales quotas for investments. This allows us to be true partners with our clients.

If you have questions about anything on our site or would like to learn more about Journey Tree, please feel free to call our office.

– Jonathan C. Brandt, CFP®

 
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