Journey Advisory Group

Journey Advisory Group

Financial Services, 15 W 5th St, Covington, Kentucky, 45459, United States, 11-50 Employees

journeyadvisory.group

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Who is JOURNEY ADVISORY GROUP

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 need...

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  • 15 W 5th St, Covington, Kentucky, 45459, United States Headquarters: 15 W 5th St, Covington, Kentucky, 45459, United States
  • 2013 Date Founded: 2013
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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Journey Advisory Group Org Chart and Mapping

Employees

Steve Wenstrup

Senior Financial Advisor

Kevin Kane

Senior Financial Advisor

Tim Roesch

Director of Information Technology

Sara Brenner

Portfolio Administrator

Eric Pettway

Chief Investment Officer

Kim Bucalo

Portfolio Administrator

Liz Dayter

Senior Financial Advisor

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Frequently Asked Questions Regarding Journey Advisory Group

Answer: Journey Advisory Group's headquarters are located at 15 W 5th St, Covington, Kentucky, 45459, United States

Answer: Journey Advisory Group's phone number is 80********

Answer: Journey Advisory Group's official website is https://journeyadvisory.group

Answer: Journey Advisory Group's revenue is $1 Million to $5 Million

Answer: Journey Advisory Group's SIC: 6282

Answer: Journey Advisory Group's NAICS: 523940

Answer: Journey Advisory Group has 11-50 employees

Answer: Journey Advisory Group is in Financial Services

Answer: Journey Advisory Group contact info: Phone number: 80******** Website: https://journeyadvisory.group

Answer: 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 lifes 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.

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