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.
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)
Jennifer Paterson
A.A., B.S.
Jennifer Paterson brings more than 15 years of administrative and customer service experience…(read more)
Matt Mathiesen Jr.
CFP®, B.S.
Matt joined Journey Tree as an Advisor Associate with over a decade of financial services experience.
(read more)