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Welcome to The Journey Financial Group
Journey Investments, LLC is a Registered Investment Advisor with Steve Morgan as the Investment Advisor Representaive (IAR). An IAR is an individual, registered with the state or the Securities and Exchange Commision, who can give investment advice and manage investments for others.
An IAR gives investment advice for a fee. They are not paid like a stock broker or other financial advisors who make commission each time they buy or sell something. An IAR is required to provide full and complete discolure. It's a distinction we are proud of, benefiting you.
An IAR has the task of determining the goals of his or her clients, as well as the amount of risk each client can tolerate. An IAR has fiduciary relationship with each client and is required to act in their best interest.
"If you have more than $50,000 to invest, you should fire your broker and find an invsetment advisor. Brokerage firms would like you to think they perform the same functions as investment advisors." - Arthur Levitt - Former SEC Chairman