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The Journey Financial Group, a state registered investment advisor serving Northern, CO and surrounding communities, provides financial planning and asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets at The Journey Financial Group.
The Journey Financial Group provides investors custom-tailored investment strategies to meet short- and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at The Journey Financial Group is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.