PLAN AND EXECUTE
THE PERFECT SUCCESSION
You Built a Legacy, Let Us Protect It.
Your business is your legacy – and finding the right person to take it over is tough. But doesn’t dealing with larger firms mean losing control of everything you worked so hard to build?
Not if you work with Journey. We are a full-service RIA that helps independent advisors exert more control over their future, not less.
Book a Meeting Today!
DON'T JUST TAKE OUR
WORD FOR IT...
Watch the video below to learn how Journey's impact has benefited Financial Advisor, Mark Newfield.
HOW JOURNEY HELPS YOU
TRANSITION WITH CONFIDENCE
From finding a suitable successor to nailing the messaging and timing of your transition, our team makes moving to the next phase of your journey seamless.
You can:
- Sell all or part of the business directly to us - and feel confident knowing we have the resources to fulfill the company’s potential.
- Find the perfect successor with our help - using our extensive network and expertise in succession planning
- Trust your clients and staff will be in good hands - as our company supports the ongoing success of the business you built
INCREASE THE VALUE OF
YOUR PRACTICE
You can join and participate in the growth of a larger network of independent and collaborative advisors. So that if you choose to sell, you’ll get the best price - and know you’ve fulfilled your potential.
ENJOY SERVING CLIENTS, WITHOUT THE RED TAPE
We ensure you own your clients and are never ‘handcuffed’ to our terms. And our team takes care of everything from back office to tasks to integrating technology – so you have more time to serve your clients while you plan and execute the perfect transition.
THE PEOPLE WHO BUILT JOURNEY
PENNY PHILLIPS
Penny has spent most of her career coaching and consulting financial advisors and institutions.
She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and hands-on practice management support.
Penny was nominated for Thought Leader of the Year at the 2021 Wealth Management Industry Awards, and Innovator of the Year in 2022.
DAMIAN LOBASSO
Damian LoBasso has spent the entirety of his 15 year career in the financial services industry in various investment banking, corporate finance and consulting roles.
Damian regularly speaks at industry conferences on key market trends, optimizing firm operations and M&A, and is a contributor to Forbes and various wealth management publications.