Journey Advisory Group, LLC
Financial Services
United States
30 employees
ABOVE
- Employees
- 30
- Contacts
- 4
- Emails
- 4
- Phones
- 4
Journey Advisory Group, LLC Overview
- Headquarters
- United States
- Phone Number
- Available in AeroLeads
- Website
- journeyadvisory.group
- Industry
- Financial Services
- Employees
- 30
- Founded
- 2013
- Stock Symbol
- ABOVE
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Journey Advisory Group, LLC
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. *Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Journey Advisory Group or any person associated with Journey Advisory Group has achieved a certain level of skill or training.
Journey Advisory Group, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 4
- 100.0% coverage
Journey Advisory Group, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Michael Whelan | Chief Operating Officer at Journey | Cincinnati Metropolitan Area, United States |
Email
Phone
|
| Leah Brady | Marketing Associate at Journey Advisory | Union, Kentucky, United States |
Email
Phone
|
| Michael Wilhelm | Financial Advisor | Cincinnati Metropolitan Area, United States |
Email
Phone
|
| Tyler Lang, Cfa | Founder & CEO at Journey Advisory | Fort Thomas, Kentucky, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
6 profiles
Senior / Lead
4 profiles
Executive
3 profiles
Director
1 profile
Manager
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 4 | 4 | 1 |
| Executive | 3 | 3 | 2 |
| Finance | 2 | 2 | 1 |
| Marketing | 1 | 1 | 1 |
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