At JourneyTree, our friendly, experienced professionals provide customized financial plans and wise investment management. We help you prepare for your future, so you can enjoy the present.
As fee-only fiduciaries, we are paid for our advice alone. You can count on us to provide objective advice. We are in this together.
Our financial advisor is a CFP®, held to the highest standards of ethics and professionalism in the field.
We review your complete financial picture, lifestyle, and values to help you make wise decisions about how to spend and save your money.
No two lives are the same. We listen to you and tailor our advice to your situation. We’ll adapt your financial plan as your life…
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…
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…
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…
