Founded in 1993 by Jonathan Brandt, Journey Tree Financial Planning & Investments is based on the principle that money is a medium for fulfilling life goals. Accordingly, our financial planning and investment style is more in-depth than you might normally find. We like to get to know our clients well in order to integrate their life values and goals into their financial strategies. And we strive to be enjoyable, personable and prudent. Journey Tree provides individuals, families and small businesses with a dependable, central source for:

Financial Planning Investment Services