Our clients choose us because they want complete confidence in their financial plan. By providing personalized service and education, our clients make better decisions and are more in control of their finances.


Journey’s personalized financial planning and investment services are tailored to meet your exact needs. Enjoy the comfort and security of our comprehensive planning or learn how we help our clients be great investors.


We want you to make the best financial decisions, and knowing what you need to know is not always clear. Scan our vetted articles, papers and other helpful sources of insight to increase your financial acumen.

Personalized Investment Management and Financial Planning

Journey Financial Planners is an independent financial planning firm based in Concord, MA. We deliver objective and strategic financial planning services tailored to meet your specific needs.

As a fee-only, independent Registered Investment Advisor (RIA), Journey Financial Planners always put the interests of its clients first, ahead of its own and ahead of any of the financial companies it works with.

We recommend and implement risk-adjusted investment plans, portfolios and tax-smart strategies based on your needs, constraints and relevant time horizons.  Taking into account your whole, specific picture, our integrated process respects your priorities–both the urgent and important.

Interested in learning more?  Read about our unique approach & comprehensive services, or contact us today for more information.

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