We help our clients make smart decisions and align their money with their goals so they can enjoy the journey.
"We believe you can retire with more clarity and confidence than you ever thought possible."
- Elaine & Scott Manley
"Enjoy the Journey was such a delight to read! It was an uplifting, educational and sometimes entertaining explanation of how and why to think clearly about the future and retirement. I loved the real life examples used that brought the concepts to life. These authors really know how to help people determine what is best for their individual situations!"
Who We Are:
3 Wealth Managers with 5 Support Staff
Fiduciaries
Utilizing Industry Leading Technology
Based in Silicon Valley
What We Do:
Deliver Advanced Planning
Actively Manage Portfolios
Strategically Mitigate Taxes
Preserve Wealth and Care for Heirs
Maximize Charitable Impact
A Message from Our FJP Founder Elaine Manley:
"Wealth management is what we do and being that trustworthy partner helping people make smart decisions so that they can truly enjoy the journey, that is who we are."
Who We Serve:
Partners in Your Financial Journey®
Congratulations! Elaine Manley Recognized as a “2022 Women of Influence of Silicon Valley”!
The Silicon Valley Business Journal selected Elaine as one of their 2022 Women of Influence! The women selected are leaders of companies and institutions from many different industries in Silicon Valley, and Elaine was the only Wealth Manager selected in the group! Women selected have outstanding performance in their field, meaningful community involvement and are leaving their mark in Silicon Valley.
Keep Your Personal Information Safe
Data breaches from large and small companies have resulted in confidential personal information being stolen by cybercriminals. Everyone needs to be aware and take steps to minimize their risks whenever possible.
State of the Economy January 2024
Scott Manley discussed important topics about the state of the US economy and the outlook for 2024 with Michael Riggs Senior Strategist at State Street. This article will recap the important points from their January 2024 Webinar.
What Should I Do if a Company Merger Just Eliminated My Job?
Mergers & acquisitions can result in lost jobs and those impacted have many important life decisions to make. We have decades of experience helping people through these transitions and can help you.
Five Big Money Mistakes During Retirement and How to Avoid Them
Whether you're retired or still on the path there, it's a good idea to learn some moves you can make to avoid these 5 significant financial errors during retirement.
We Believe Every Journey Needs a Plan
Our Long-Term Relationships Build Trust with Our Clients
We are here to help our clients make smart decisions including mitigating taxes, preserving wealth, simplifying the transfer to heirs, and optimizing their impact on the causes important to them. Let’s talk and see if we are the right fit for each other.
Schedule The Conversation
The reviews expressed are regarding the book "Enjoy the Journey: Successful Retirement Strategies and Stories" and are not regarding investment advice or services received from Mutual Advisors, LLC DBA Financial Journey Partners. The reviews are not from clients of Financial Journey Partners and there was no compensation provided for such reviews.
This book is for educational purposes only. It does not make specific recommendations to buy or sell any securities or give specific investment advice. Views expressed are those of the authors and do not reflect the views of Mutual Advisors, LLC, Mutual Securities, Inc. or any of its affiliates (collectively "Mutual Group"). Clients and prospects are under no obligation to purchase the book.
Revenue generated from the publishing or selling of the book are paid directly to the authors as outside business activity and are not considered part of the investment services offered through Mutual Group. Mutual Group receives no portion of the revenue generated by the publishing or sale of the book.