Independent advisor community turns robust practice management support into significant organic growth
NEW YORK–(BUSINESS WIRE)–Journey Strategic Wealth (“Journey”), a national Registered Investment Advisor (RIA) for independent advisors, continues its remarkable growth trajectory with these strategic additions:
- Jill Isbell, CFP™, and Yenni Chesire, FPQP™, of Creative Financial Services, a solo RIA practice in Colorado Springs, have joined Journey establishing the firm’s presence in Colorado Springs.
- Journey has also hired veteran advisor Chad Faulkenberry from Charles Schwab, formerly managing $750m of assets.
The additions further solidify Journey’s commitment to fostering a community of advisors who prioritize client relationships and value having both autonomy and hands-on support.
Since its inception in early 2021, Journey has attracted eight advisory teams nationwide, demonstrating its appeal to advisors seeking a supportive and collaborative environment. Notably, advisors affiliated with Journey have experienced an impressive average top-line revenue growth of over 70% since joining the firm, a testament to the firm’s focus on creating capacity for advisors and giving them the tools to grow.
Journey’s President Penny Phillips underscored the firm’s distinctive approach: “We are more than just a platform aggregator. Journey is a community built on shared values. We attract advisors who are passionate about serving their clients and want to do so within a firm that respects their unique approach but also ensures they are not building alone on an island.”
This commitment to empowering advisors is evident in the exceptional organic growth rates observed among Journey’s affiliated advisors. The firm’s comprehensive suite of support and robust practice management resources frees advisors to focus on client relationships.
In Colorado Springs, Jill Isbell brings a passion for financial education and a deep understanding of life’s financial complexities. Isbell seamlessly integrated her firm, Creative Financial Services, into Journey Strategic Wealth, expanding Journey’s footprint. Isbell and her Office Manager Yenni Cheshire are dedicated to providing comprehensive financial planning and wealth management services.
Chad Faulkenberry, a seasoned advisor with an impressive track record, expands the Journey’s Richmond, Virginia, practice into the Orlando market. Chad joins Senior Advisors Mark Newfield and Angela Lessor, and Financial Planner Melissa Clark.
Formerly with Charles Schwab, Faulkenberry managed $750 million in assets at his prior firm, focusing exclusively on serving HNW and UHNW families. Chad’s addition is a part of a multi-faceted growth and continuity plan, says Phillips. “Mark Newfield and the Richmond practice have grown over 40% year over year. We are doubling down on helping them take things to the next level,” she said. “Chad not only brings significant experience as an advisor and leader, but also expands this practice’s reach into a new market.”
At its core, Journey Strategic Wealth is driven by a client-centric vision. By handling all middle and back office functions, including investment management and operations, Journey empowers advisors to dedicate the majority of their time to serving their clients’ needs. Partner firms have the option to affiliate only or transact with Journey in what the firm calls advisor-friendly minority or majority deals. For more information, visit JourneySW.com.
About Journey Strategic Wealth
Journey oversees nearly $4 billion in assets and is designed to turbocharge an advisor’s organic growth by creating significant capacity in the practice through middle and back office support, and by providing tools for practice management implementation.
To learn more about Journey, visit journeyswadvisor.com/.
This material is distributed for informational purposes only. Investment Advisory services offered through Journey Strategic Wealth, an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). The views expressed are for informational purposes only and do not take into account any individual’s personal, financial, or tax considerations. Opinions expressed are subject to change without notice and are not intended as investment advice. Past performance is no guarantee of future results. Please see Journey Strategic Wealth’s Form ADV Part 2A and Form CRS for additional information.