The Home Team
Serving clients on the East Coast.
Honest and Transparent Financial Advice
When you work with a Journey advisor, you tap into a relationship that helps you think about money the way you were meant to – as a way to fuel your passions, support your goals, and live confidently knowing that you have someone else watching out for your best interests.
OUR LEADERSHIP
OPERATIONS AND SERVICES
OUR VALUES
We’re driven by a core set of principles that guide our business decision-making, our actions with you, and the way we support each other within our team.
HONESTY
COMMUNITY
EQUALITY
FAIRNESS
COMMUNICATION
FAMILY
ACCESS
Big Firm Service. Small Team Feel.
We give each client individual attention that is well-researched and actually impacts your life for the better.
Everyone you’ll interact with here is someone who lives by our core values: honesty, communication, and family.
CONTACT US
Address: 104 Summit Avenue Summit, NJ 07901
Phone: (201) 905-0070