We offer expert, objective advice and personalized guidance—without commissions.
Welcome to JourneyTree
Our friendly team enjoys helping you manage your investments. Whether you’re university faculty or recently received an inheritance, we’re here for you.

Plan for the Future

Accomplish your goals with a personalized financial plan

Invest Wisely

Match your investments to your needs and make the most of your money

Manage an Inheritance

Enhance the value of your inheritance

For Faculty

We specialize in the unique needs as a faculty member

our approach

Fee Only

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.

A Holistic Approach

We review your whole financial picture in light of your lifestyle and personal values to help you make wise decisions.

Your Journey

No two lives are the same.  We listen to you and tailor our advice to your situation.

Certified Financial Planner

Jonathan Brandt is a Certified Financial Planner™ and is held to the highest standards of professionalism and ethics in the field.

Meet our expert team.

Jonathan Brandt, CFP®

Financial Advisor

Jonathan founded JourneyTree in 1993 because of his passion for helping people make smart financial decisions…

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Jennifer Paterson

Client Service Manager

Jennifer’s 20 years of administrative and customer service experience helps her serve clients and keep the office running smoothly…

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July 15, 2024

Until recently, JourneyTree has not been able to manage employer retirement accounts (such as 401(k) and 403b plans) held by our clients. At the end of 2023, we partnered with a company called Pontera to allow for seamless management of these accounts alongside your other investment accounts. This means that we can now monitor these employer retirement accounts, design appropriate investment portfolios, receive notifications of any investment changes, and adjust investment allocations as needed—all without the need for you to…

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June 25, 2024

With communication always changing, it’s important to be aware of how scammers are using technology for their personal gain. Text messages, phone calls, and email scams are on the rise, targeting people with all sorts of deceptive schemes. Here are the top three to watch out for: #1: Smishing Text message scams (a.k.a. smishing), involve sending text messages to people to trick them into divulging personal information or clicking on malicious links. These messages often mimic reputable organizations or individuals,…

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May 28, 2024

For decades, traditional investing has primarily involved three types of investments, and the main decision has been determining how much money to put into each category: Stocks Bonds Cash What are the Risks with Stocks and Bonds? Stocks offered the highest return potential but had the greatest amount of risk given the volatility of stock prices. Bonds were expected to provide some steady income and stability when stocks declined in value during periodic “bear” markets. But bonds had their own…

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Plan for your future with objective advice from our team. We help you set financial goals and make wise decisions now so your money can last a lifetime.