Plan for Your Future

We help you set your financial goals and make sure you’re on track for retirement.

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Invest Wisely

We offer objective advice, personalized guidance, and common sense – with no commissions.

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Manage an Inheritance

Make wise decisions now to help your money last a lifetime.

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For Faculty

You’re an expert in your field – we’re experts in the financial concerns that are unique to you.

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Welcome to Journey Tree
At Journey Tree, we enjoy helping you organize your finances and manage your investments in a environment that is friendly and always commission-free.

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 team

Jonathan Brandt

CFP®, B.A.

Jonathan C. Brandt is a Certified Financial Planner professional and has been the owner of Journey Tree Financial…(read more)

Irina Pack

M.B.A., CFA

As a Portfolio Manager at Journey Tree, Irina is responsible for investment analysis, portfolio allocation…(read more)

Michelle Erickson

B.A.

Michelle Erickson joins Journey Tree with more than a decade of experience in banking and financial planning. (read more)

Jennifer Paterson

A.A., B.S.

Jennifer Paterson brings more than 15 years of administrative and customer service experience…(read more)

General Newsletter

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Faculty Newsletter

If you’re a faculty member at a college or university, sign up to receive our industry insights focused on your specific needs.

By submitting this form, you are consenting to receive marketing emails from: Journey Tree, 975 Oak St., Suite 785, Eugene, OR, 97401, https://www.journeytree.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact

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  • At Journey Tree we enjoy helping people organize their finances and their manage investments in an environment that is friendly and always commission-free. We offer objective advice and never sell products.

    Journey Tree Financial Planning & Investments | 975 Oak St 785 | Eugene, OR 97401 | (541) 485-3154

    Journey Tree Financial Planning and Investments is a registered investment adviser in the States of Oregon and Florida. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

    • © Journey Tree 2019