INDEPENDENCE
WITHOUT THE HEADACHES
Own, Grow and Scale Your Advisory Business.
Leave back office distractions, compliance concerns and limited capital behind.
Join the full-service RIA that can help you scale and grow faster while owning your business, your clients, your relationships.
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.
THE JOURNEY PLATFORM
Our practice was built to ensure that you have minimal service and operations responsibilities. By managing your operations, we create capacity for you to bring in new business and deepen relationships with existing clients.
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OPERATIONS
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WEALTH MANAGEMENT
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INVESTMENT MANAGEMENT
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PRACTICE MANAGEMENT
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CLIENT EXPERIENCE
Our model was built to ensure that advisors have minimal service and operations responsibilities. By managing a practices’ operations, we create capacity for the advisor to bring in new business and deepen relationships with existing clients.
- Billing & Custodian Support
- Payroll
- Compliance & Oversight
- Integrated Technology
We’re committed to helping advisors deliver on every aspect of the wealth management experience, including financial planning, investment management, risk management, etc. Our tools and resources enable advisors to seamlessly serve clients end to end.
- Financial Planning
- Insurance & Annuity Solutions
- Planning Support
- Legal & Accounting Partners
Our platform allows advisors to streamline their investment management approach and leverage our team for all back-office functions. We believe in strategic asset allocation and utilizing both active and passive products to take advantage of inefficiencies in the market.
- Financial Planning
- Insurance & Annuity Solutions
- Planning Support
- Legal & Accounting Partners
Practice management is at the core of what we do. We do not want advisors wasting time reinventing the wheel around processes and systems. And we want advisors to feel supported in the professional development of team members.
- Ongoing Practice Management Coaching & Consulting
- Access to Practice Management Content & Tools
- Marketing Support & Implementation
Our support model allows us to curate customized experiences for clients. We work with vendors to “surprise and delight” clients with unique gifts, topical content and personalized tokens of appreciation. Our client portal, CRM and marketing platforms work in sync to ensure we are engaging with clients at critical moments.
- Client Gifting & Engagement
- Ongoing Client Marketing
- Concierge Support Structure
THE PEOPLE THAT 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.
WHAT WE OFFER
FULL OPERATIONAL SUPPORT
We manage everything from compliance and HR to billing and technology. Then we streamline your investment management approach and help you deliver on every aspect of the wealth management experience.
The result? Fewer operations responsibilities, and more time to focus on serving clients.
EXPERT GUIDANCE
We build an intentional partnership to help you make critical practice management decisions across every area of your business - from succession planning to handling growth.
The result is an offering that transcends industry norms around what an RIA platform should look like - and how much value it can bring to your business.
EXCEPTIONAL CLIENT EXPERIENCES
We help you plan and deliver experiences that wow clients. Using our client portal, CRM and marketing platforms to time content perfectly and delight your clients.
TOTAL CONTROL OVER YOUR BUSINESS
We offer our partners the best terms and true autonomy. You still own your business, and can run it exactly as you like - with no clackbacks, no small print and no limits to your growth.