• Home
  • About
    • Our Company
    • Strategic Allliances
  • Services
    • Debt/Tax Management
    • Investment Management
    • Retirement Planning
    • Social Security Maximization
    • Income Planning
  • Classes
  • Media
    • Video Library
  • Contact
  • Client Login
    • COMRA
    • Generational Vault

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.

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

The Journey Financial Group

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

Debt/Tax Management



We are all affected by debt and taxes.

Learn More

Investment Management


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

Learn More

Retirement Planning


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

Learn More

Social Security


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

Learn More

Our Location

The Journey Financial Group
5245 Ronald Reagan Blvd Ste 2
Johnstown, CO 80534
Email: Steve@journey4wealth.com
Email: Lin@journey4wealth.com
Email: Ambar@journey4wealth.com
Phone: 800-287-3041

Our Company

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

Our Services

  • Debt/Tax Management
  • 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.