Journey Strategic Wealth Employee Directory

Q: How many employees does Journey Strategic Wealth have currently?

Journey Strategic Wealth has approximately 21 employees.

Financial ServicesNew Jersey, United States11-50 Employees

Very few firms, if any at all, have actually been built to solve one of the
transitioning advisor’s fundamental challenges; that even with independence,
great technology, and resources, advisors still need support managing their
practices and teams. And they don’t want to do it alone.

Independent advisors are the future of the industry, and they need a home
that makes them as secure as they make their clients.

This means intentionally partnering with advisors to help them make critical
practice management decisions across every area of their practice including
operations, wealth management, investment management, practice
management, client experience, and culture.

Find Journey Strategic Wealth employees' phone numbers or email addresses

Journey Strategic Wealth Global Highlights

North America
30

United States Of America
30

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Journey Strategic Wealth's Leadership

D. L.
Chief Financial Officer
Mobile Phone
Email
E. M.
Chief Of Staff
Mobile Phone
Email
P. P.
President & Co-Founder
Mobile Phone
Email
T. G.
President
Mobile Phone
Email
B. F.
Co-Founder & Managing Partner
Mobile Phone
Email
M. B.
Co Founder - Managing Partner
Mobile Phone
Email
D. O.
Senior Vice President, Private Client
Mobile Phone
Email
M. N.
Managing Director, Financial Advisor
Mobile Phone
Email

Journey Strategic Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Finance
Accounting
Other

Contact profiles from Journey Strategic Wealth

Name

Title

Contact Info

Location

Last Update

P. P.
President & Co-Founder
Mobile Phone
Email
United StatesNew York
Sep 05, 2024
M. B.
Co Founder - Managing Partner
Mobile Phone
Email
United StatesNew York
Mar 11, 2024
B. F.
Co-Founder & Managing Partner
Mobile Phone
Email
United StatesNew York
Aug 13, 2024
D. L.
Chief Financial Officer
Mobile Phone
Email
May 08, 2025
T. G.
President
Mobile Phone
Email
Feb 05, 2026
E. M.
Chief Of Staff
Mobile Phone
Email
United StatesNew York
Nov 17, 2025
D. O.
Senior Vice President, Private Client
Mobile Phone
Email
Oct 18, 2024
M. N.
Managing Director, Financial Advisor
Mobile Phone
Email
United StatesVirginia
Jul 03, 2025
C. F.
Managing Director, Financial Advisor
Mobile Phone
Email
United StatesFlorida
Oct 21, 2025
J. S.
Director Of Portfolio And Wealth Advisory
Mobile Phone
Email
Apr 02, 2025

Frequently Asked Questions

What is Journey Strategic Wealth known for?

Journey Strategic Wealth operates in the Financial Services industry. The company's main headquarters is located in 47 Maple Street Suite 104 Summit, New Jersey United States. Explore Journey Strategic Wealth's company overview page for more information.

What is Journey Strategic Wealth's most common email format?

Journey Strategic Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Journey Strategic Wealth email formats with LeadIQ.

How many employees does Journey Strategic Wealth have currently?

Journey Strategic Wealth has approximately 21 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Journey Strategic Wealth's key employees and leadership?

As of February 2026, Journey Strategic Wealth's key employees include:

Chief Financial Officer: D. L.
Chief Of Staff: E. M.
President & Co-Founder: P. P.
President: T. G.
Co-Founder & Managing Partner: B. F.

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