Paladin Research Report For:

Journey Advisory Group

50 E. Rivercenter Blvd
Suite 301
Covington, KY 41011

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.

See Disclosures

General Information

Firm Start Year
  • 2013
No. of Employees
  • 20-49


Qualifications & Membership

Firm Information

Compensation and Fees

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures


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