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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Matt

Matt Mathiesen Jr., CFP®

Financial Advisor

Matt helps clients understand every step in the process so they can become confident in their financial future…

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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
March 25, 2024

Having an easy to manage spending plan is the cornerstone for financial success. It’s important to know your cash inflows and outflows so that you make the most of your hard-earned money. Knowing how much you spend on categories like groceries, eating out, or gas can help you identify areas where maybe you are spending too much. Then, you can direct funds towards something else that has greater importance to you, such as saving for retirement, a new home, or…

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February 23, 2024

Artificial intelligence (AI) made a dramatic appearance in 2023. As often happens with hot topics, an initial flurry of attention on AI kicked off a cascade of articles, podcasts, interviews, and commentaries on how AI would transform society. This led to a frenzy of buying from investors hoping to cash in on the AI gravy train. While AI is likely to have a significant impact on business, science, and society over the next few decades, we’ve been pondering how it…

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February 23, 2024

As tax time comes around each year, clients often ask us, “can I still make an IRA/ Roth IRA contribution for last year?” The good news is if it is before the tax filing deadline (i.e., April 15, 2024 for the 2023 tax year), yes, you might be able to. Who can make a retroactive IRA or Roth IRA contribution? Roth IRA contribution eligibility is determined by your Modified Adjusted Gross Income (MAGI) and your age. Traditional IRA contribution eligibility…

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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.