JourneyTree Financial Advisors

In this season of gratitude, we are beyond grateful for you. We feel fortunate to be able to work with so many wonderful clients and colleagues...some of you since our beginning over 30 years ago.

Over the years, we’ve sought continual improvement by:

📚 Regularly seeking professional development opportunities, from conferences, to books, to virtual continuing ed classes

📊 Keeping custodians consistent—changing custodians just twice in 30 years (from KMS Financial Services -> TD Ameritrade -> Fidelity)

🖥️ Upgrading our systems and software to provide more efficient and accurate service

🤝 Conducting quarterly retreats with our team to evaluate what’s working and what needs attention

😀 Prioritizing team happiness

Thanks for being a part of our journey!

To learn more about our team >>

Who We Are I JourneyTree Financial Planning & Investments JourneyTree financial advisors in Eugene will provide financial planning based on your needs and goals. Let’s get to know each other to begin.