We are fee-only financial advisors, which means we are paid for our advice alone. We don’t sell products and never receive commissions for the investments we use.
We review your whole financial picture in light of your lifestyle and personal values to help you make wise decisions.
No two lives are the same. We listen to you and tailor our advice to your situation.
Jonathan Brandt is a Certified Financial Planner™ and is held to the highest standards of professionalism and ethics in the field.
Jonathan founded JourneyTree in 1993 because of his passion for helping people make smart financial decisions…
Jennifer’s 20 years of administrative and customer service experience helps her serve clients and keep the office running smoothly…
Life is unpredictable. Whether it’s an unexpected illness, an accident, or other unforeseen event, being prepared for such circumstances can significantly reduce stress and provide peace of mind for you and your loved ones. One way to prepare for the unexpected is by establishing a Durable Power of Attorney (DPOA). What is a Durable Power of Attorney for Finances? A Durable Power of Attorney is a document that lets you name someone you trust to make decisions for you if…
We regularly get questions from clients about how they can help provide college funding for their kids or their grandkids. One of our favorite mechanisms for future savings for college is the 529 savings plan. With nearly a quarter of a trillion dollars invested in these plans, Americans are increasingly using it as a tool to save for future educational needs. The original idea behind a 529 plan is to allow families to save for college costs with tax-deferred earnings…
A Roth conversion involves transferring funds from a retirement account, which is taxed upon withdrawal, to a Roth IRA, where withdrawals may be taken tax-free in retirement. People who have primarily invested in a Traditional IRA and haven’t contributed much to a Roth IRA might find it beneficial to convert some Traditional IRA funds to a Roth IRA. 3 Benefits of a Roth Conversion Tax-free income in retirement Passing assets to heirs tax-free Lower required minimum distribution (RMD) To further…
