INVEST WISELY

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

Read More
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…

Read More
READ THE BLOG
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…

Read More
May 17, 2024

Nowadays, almost every employer offers some sort of retirement plan for its employees. Sometimes, the employees may not fully understand or even be aware of what is available to them. We have found that many faculty and staff of the University of Oregon are among those who aren’t aware of all their retirement options. 4 Retirement Plans You Should Know About: 1.  Public Employees Retirement System of Oregon (PERS): PERS is a defined benefit (or pension) plan available to eligible…

Read More
April 24, 2024

Much has been made of the Federal Reserve Bank’s fight against inflation. Initially thinking that inflation was “transitory,” the Fed was late in raising interest rates (their main tool to rein in inflation). For most of the previous 15 years, the Fed rate was at 0%. When they began bumping it up, they didn’t stop until the rate was well over 5.0% —one of the most dramatic rate increases in history. So economic conditions are much tighter now, right? As…

Read More
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.