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…
Matt helps clients understand every step in the process so they can become confident in their financial future…
Jennifer’s 20 years of administrative and customer service experience helps her serve clients and keep the office running smoothly…
The death of a loved one is emotional, stressful, and can put such a huge strain on those left behind. Why not be prepared for the inevitable? “I’m dead, Now What?” is an excellent workbook to help you prepare your loved ones for your passing. This book walks you through gathering all the information your loved ones will need to take care of your belongings, financial or business affairs, and your wishes. Instead of leaving them panicking or arguing over…
Things are always uncertain. One of our sayings at JourneyTree is, “If someone tells you what they think is definitely going to happen, run the other way.” There is a tendency in the financial industry to confidently predict that the economy will be strong or that stocks will do well. This is intended to keep people investing. In reality, no one knows what’s going to happen, and the future from here looks more uncertain than it has at any time…
The last few months of the year are when many people make charitable donations. Those who are over 70 ½ may make a donation from their IRA account (also known as a qualified charitable donation (QCD)). A QCD must be made to a 501(c)(3) organization. Instead of sending a charitable donation via check from your bank account, request that a check be sent out from your IRA to your chosen charity. Why Should I Make A Charitable Donation From my…
