Use the form below to ask general questions or request your appointment to meet with one of our financial advisors. We’ll get back to you shortly to discuss whether Journey Tree is a good fit for you.
Clients who benefit most from our services are those who want a long-term partner to assist them in financial planning as well as managing their investments and typically have approximately $500,000 or more to invest. We listen closely to you and work with you to create and implement highly personalized financial and investment plans so you can focus on what you love without worrying about money.
Journey Tree Financial Planning & Investments
975 Oak Suite 785
Eugene, OR 97401
Located in the Citizen’s Building
Business Hours: Monday-Friday, 9 a.m. – 5 p.m.
Parking: Metered street parking. Parking is also available two blocks west at the Overpark Parking Garage. Either way, parking is on us.
Journey Tree is located in downtown Eugene, Oregon, at the corner of 10th Street and Oak Street. We’re on the 7th floor of the Citizen’s Building.