Financial piece of mind starts here.

Financial piece of mind starts here.

Welcome to JourneyTree

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.

Our Services
Financial Planning

Financial Planning

Investment Management

Investment Management

Retirement Planning

Retirement Planning

Our Approach

Fee-Only

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.

Certified Financial Planner™

Our financial advisor is a CFP®, held to the highest standards of ethics and professionalism in the field.

Comprehensive

We review your complete financial picture, lifestyle, and values to help you make wise decisions about how to spend and save your money.

Personalized

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…

Your Journey, Our Expertise
Meet our expert team
Jonathan

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

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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Our Insights

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…

JourneyTree

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