JOURNEY BEYOND WEALTH
SEC RegisteredDon't just leave a legacy. Live one.
About the firm
Journey Beyond Wealth is a family wealth advisory firm that helps values-driven families use wealth intentionally. Their approach, called The Journey Experience, brings together investments, retirement planning, taxes, estate planning, insurance, and charitable giving into one coordinated strategy aligned with a family's values and priorities.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Family wealth advising encompassing investments, retirement planning, tax planning, estate planning, insurance review, and charitable giving, delivered through an integrated and ongoing advisory relationship called The Journey Experience.
Who they serve
Values-driven families who have built financial security and are focused on using their wealth intentionally to create meaningful experiences, strengthen family, give generously, and navigate important life decisions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 58 | $24M |
| High Net Worth Individuals | 51 | $226M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Journey - Tier 1 | 0.90% |
| Journey - Tier 2 | 0.60% |
| Journey - Tier 3 | 0.30% |
| Journey - Tier 4 | 0.15% |
| Navigator - Tier 1 | 0.75% |
| Navigator - Tier 2 | 0.50% |
| Navigator - Tier 3 | 0.25% |
| Navigator - Tier 4 | 0.15% |
| Investment Management Only - Tier 1 | 0.60% |
| Investment Management Only - Tier 2 | 0.40% |
| Investment Management Only - Tier 3 | 0.25% |
| Investment Management Only - Tier 4 | 0.15% |
Data as of February 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JOURNEY BEYOND WEALTH has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.