INVEST WISELY

We offer expert, objective advice and personalized guidance—without commissions.
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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.

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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READ THE BLOG
September 17, 2024

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 peace of mind for you and your loved ones. One way to prepare for the unexpected is by establishing a Durable Power of Attorney (DPOA). What is a Durable Power of Attorney for Finances? A Durable Power of Attorney is a document that lets you name someone you trust to make decisions for you if…

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September 9, 2024

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 for future savings for college is the 529 savings plan. With nearly a quarter of a trillion dollars invested in these plans, Americans are increasingly using it as a tool to save for future educational needs. The original idea behind a 529 plan is to allow families to save for college costs with tax-deferred earnings…

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September 6, 2024

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 in retirement. People who have primarily invested in a Traditional IRA and haven’t contributed much to a Roth IRA might find it beneficial to convert some Traditional IRA funds to a Roth IRA. 3 Benefits of a Roth Conversion Tax-free income in retirement Passing assets to heirs tax-free Lower required minimum distribution (RMD) To further…

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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.