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The Journey Financial Group

Do not leave your family unprotected from financial storms

build up your savings.

If your ship does not come in

swim out to meet it.

We make a living by what we get but make a life

by what we give.

A good financial plan is a road map that shows

exactly how the decisions we make today affect our future

Financial planning is more than just good advice

it’s about providing guidance you can trust.

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The Journey Financial Group

The Journey Financial Group, a state registered investment advisor serving Broomfield, 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.

*Insurance offered through The Journey Financial Group.

Empowering Women


Women in retirement may face unique challenges. While every woman’s situation ...

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Investment Management


At The Journey Financial Group, we believe no two investors are alike. In order to help ...

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Retirement Planning


Our firm takes pride in providing comprehensive retirement planning services to our clients ...

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Social Security


For many retirees, Social Security benefits form the foundation of their retirement income ...

Learn More

Our Location

The Journey Financial Group
6343 W. 120th Ave, Suite 200
Broomfield, CO 80020
Email: Steve@journey4wealth.com
Email: Lin@journey4wealth.com
Email: Ambar@journey4wealth.com
Phone: 800-287-3041

Our Company

  • Home
  • Our Company
  • Classes
  • Strategic Allliances
  • Radio Show
  • Video Library
  • Contact

Our Services

  • Empowering Women
  • Investment Management
  • Retirement Planning
  • Social Security Maximization
  • Income Planning
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Journey Investments, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Journey Investments, LLC, a Registered Investment Advisor in the State of Colorado. Insurance products and services are offered through Journey Insurance Services, LLC. Journey Investments, LLC and Journey Insurance Services, LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Colorado or where otherwise legally permitted. Journey Investments, LLC/Journey Insurance Services, LLC and Steve Morgan are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.