Journey Strategic Wealth Expands, Opens San Francisco Office

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The team is the “new face of our San Francisco office,” according to Penny Phillips, Journey president and co-founder.

“When we set out to launch Journey, we had a very specific advisor in mind: a talented leader who is compassionate, who stands up for their clients and what they believe in, and who has an unwavering commitment to their fiduciary duty — this is Kristin, Brett, Kevin, and Adrienne to the nth degree,” Philips said in the announcement.

Journey was founded by Phillips, an advisor practice management coach who also founded Thrivos Consulting, with longtime advisor executives Michael Brown and Brian Flynn. Journey is a hybrid RIA firm that is focused on “providing hands-on practice management support and coaching to advisory teams who want to focus on serving their clients,” it said.

“Unlike the traditional aggregator model — which is aimed at business growth rather than practice management” — Journey’s team “handles everything from billing, human resources and payroll, investment management, financial planning, technology stack, home office support, and marketing,” it said.

Journey “continues to seek advisory teams across the U.S. that align with their clients’ needs and corporate values,” it added.

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