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 C. Brandt is a CERTIFIED FINANCIAL PLANNER™ professional and has been the owner of Journey Tree Financial…(read more)
Jennifer Paterson brings more than 15 years of administrative and customer service experience…(read more)
Matt joined Journey Tree as an Advisor Associate with over a decade of financial services experience.
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