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Michael Labarbera

Advisor at Journey Strategic Wealth LLC

Updated today

Location

Summit, NJ 07901

Credentials

Series 66

Industry experience

25 years

About

Michael Labarbera is a financial advisor at Journey Strategic Wealth LLC with 25 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Invest Financial Corporation. Outside of his advisory role, he consults for MDL Insurance Advisors, Inc. Journey Strategic Wealth provides wealth management services to individuals, high-net-worth clients, families, trusts, and estates, using a primarily long-term, tailored investment approach that includes ETFs, mutual funds, equities, bonds, and options strategies. The firm manages approximately $3.76 billion in assets across a 20-advisor team.

Client services

Based on Journey Strategic Wealth LLC

Financial planning Portfolio management

Expertise

Based on Journey Strategic Wealth LLC

Options & derivatives strategies

Fee options

Fixed

Initial financial plan fees up to $10,000 based on scope and complexity.

Percentage

$0+: 1.75% annually +: 0.30% annually

Project-based

Up to $500 per hour for targeted planning engagements.

Subscriptions

Ongoing financial planning fees billed quarterly up to $1,000.

Location

47 Maple Street, Suite 104

Summit, NJ 07901

Most active in

California · Colorado · Florida · Georgia · Idaho · Kentucky · Michigan · New Jersey · North Carolina · Virginia

Work history

Hightower

2026 - Present (1 year)

Journey Strategic Wealth

2024 - 2026 (2 years)

PKS

2024 - 2026 (2 years)

LPL Financial

2018 - 2024 (6 years)

INVEST Financial Corporation

2010 - 2018 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Phillip D

Series 65

Staten Island, NY

Heartland Northeast LLC

Phillip Defranco is the Managing Member and Chief Compliance Officer of Heartland Northeast LLC, holding a Series 65 designation with one year of industry experience. He has prior experience at Kornett, Inc. and is the owner of Northeast Advocacy Network, Inc., where he also serves as a licensed insurance agent. Heartland Northeast LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, utilizing a combination of analytical methods focused on long-term trading and tailored model allocations. The firm offers both discretionary and non-discretionary management and sponsors a wrap fee program.

Annuities
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Matthew W

Series 65

Colonia, NJ

WRIGHT Investment Partners LLC

Matthew Wright is the principal and sole advisor at WRIGHT Investment Partners LLC, with eight years of industry experience. He holds a Series 65 designation and previously worked as a private investor for five years before founding his firm in 2016. Outside of advisory work, he is a principal in a business that owns a small Class C office building. WRIGHT Investment Partners LLC provides portfolio management services to individual and high net worth clients, focusing on personalized Investment Policy Statements and discretionary management. The firm uses a combination of fundamental and quantitative analysis with a long-term trading approach, offering a range of investment products and conducting at least monthly account reviews.

Annuities
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Michael G

Series 66

Elizabeth, NJ

Luxe Capital Management Inc.

Michael Godeanu is a financial advisor at Luxe Capital Management Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Singer Wealth Advisors LLC, Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of finance, he is the owner of Berzerk Fitness LLC, an e-commerce retail business, and has served as an on-ice hockey official for USA Hockey since 2004. Luxe Capital Management, founded in 2024, provides portfolio management, financial planning, retirement plan consulting, and adviser selection services to individual and institutional clients. The firm employs a multi-method investment approach combining fundamental, technical, and cyclical analysis, and manages accounts using long-term, short-term, and trading strategies, typically on a discretionary basis.

Passive / index investing
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Stephen H

Series 63, Series 65

Madison, NJ

Hanley Capital Management, LLC

Stephen Hanley is the sole advisor at Hanley Capital Management, LLC in Madison, NJ, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has led Hanley Capital Management since 2009. Hanley Capital Management provides discretionary and non-discretionary asset management primarily for high-net-worth individuals and institutional clients, including banks, pension plans, and charitable institutions. The firm specializes in fixed income investments, focusing on municipal and Treasury bonds, and employs a combination of fundamental analysis and technical tools alongside proprietary software to manage portfolios.

Passive / index investing
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Erik B

Series 63, Series 65

Randolph, NJ

Calrivan Wealth Management

Erik Black is a financial advisor at Calrivan Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cross River Bank and Charles Schwab. Outside of finance, he co-owns VanessKnitS, LLC, a knitting design business. Calrivan Wealth Management offers discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals. The firm emphasizes tailored investment programs based on client goals, risk tolerance, and time horizon, operating with a small client base and no account minimum.

General retirement planning Wealth management
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