Journey Advisory Group- Financial Advisor Covington, KY

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About Journey Advisory Group

Journey Advisory Group is a family and employee-owned firm. Launched in 2013, Journey Advisory Group is a SEC Registered Investment Adviser* specializing in investment management and financial planning. We partner with our clients to meet the needs of their life's journey: wealth management, college, retirement and estate planning, tax management and insurance. Clients are often faced with the unappealing choice between small, independent firms lacking expertise and depth, and large, impersonal, unresponsive organizations. Journey provides a unique alternative: sophisticated planning and investment expertise combined with exceptional personalized service.

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General Information

Firm Start Year

2013

No. of Employees

20-49

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892282/paladinregistry-Journey-Advisory-Group-detailed-disclosure.html

Disclaimer

https://static.fmgsuite.com/media/documents/398e5291-dcd9-4d15-94da-cb26722505e9.pdf

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Journey Advisory Group