We help you set your financial goals and make sure you’re on track for retirement.
We offer objective advice, personalized guidance, and common sense – with no commissions.
Make wise decisions now to help your money last a lifetime.
You’re an expert in your field – we’re experts in the financial concerns that are unique to you.
Accomplish your goals with a personalized financial plan
Match your investments to your needs and make the most of your money
Enhance the value of your inheritance
We specialize in the unique needs as a faculty member
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)
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