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Our Firm

We are Financial Journey Partners.  We chose this name because we see ourselves as your long term partner and guide as you travel through the financial decisions of your life.  We believe we do things differently than others in our industry and our name clearly articulates that.

Our logo includes mountains and a winding road to symbolize the journey that people take through life that can sometimes include twists and turns.  We added the sun to symbolize moving towards a brighter future.

One of our favorite phrases is that it is important to "Enjoy the Journey".  We encourage clients to enjoy life, not just save for retirement.

Our Financial Journey Partners Client Portal powered by eMoney Advisors provides a single portal for clients to view all their financial accounts, investment account  statements and performance reports in one place.

We are a team of 3 experienced advisors that believe in active money management with a wide range of investment options available for clients.  We have 5 additional  team members to provide a high level of service for our clients.  We have partnered with Fidelity Custody and Clearing as the custodian for client accounts.

We spent over a year doing extensive research on what is happening in the industry.  We found some companies were doing amazing things, so we decided it was in the best interest of our clients to leave our former firm and continue our journey on a more independent path.  We chose to partner with Fidelity, one of the largest and most respected companies in our industry.  Fidelity has a huge amount of resources that they can provide us so we can take what we do for clients to the next level.

We have been big fans of the software we use for financial planning and client portal from eMoney Advisor.  When Fidelity purchased them a few years ago, we paid attention to how they were collaborating.  It aligned with how e want to do business.  After a thorough evaluation, we decided to transition to Fidelity Custody and Clearing as our custodian going forward.  That means that client accounts that we manage will be located at Fidelity.

We selected Mutual Advisors as our Registered Investment Advisor (RIA) firm.  They support independent advisor teams such as ours, by providing technology integration, regulatory and compliance services.

By making this change, we will be able to offer a variety of new benefits, including new products and services.  With streamlined processes and forms, we think clients will find it much easier to do business with us.  With this change, we believe we have selected some of the best technology vendors in the industry.  One big improvement will be a single client portal to view financial accounts, investment account statements and performance reports all in one place.

We're here to be your guide along your financial journey.   Contact us today.