Journey Financial Group, Inc. logo

Journey Financial Group, Inc.

Updated today

Client assets under management

$334,214,341

Clients

323

34% high-net worth

Advisors

5

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

65

Typical

Average account size

$1,034,719

About

Journey Financial Group serves individual clients across a range of wealth levels and also provides advisory services to pension and profit‑sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, asset allocation and monitoring, financial planning, and retirement plan consulting, including participant investment advice for self‑directed 401(k) accounts.

The firm typically manages accounts on a percentage‑of‑assets basis and applies firm‑developed model portfolios that span conservative to aggressive risk profiles; for self‑directed 401(k) accounts it offers distinct models labeled Income, Total Return, and Growth. Journey’s methods include both fundamental and technical analysis and, where suitable for a client’s objectives, may involve alternatives, derivatives, and other higher‑risk strategies; accounts are monitored periodically with at‑least‑annual reviews and custodian statements sent directly to clients.

Noteworthy operational and conflict disclosures distinguish the firm from many peers: Journey requires clients who want asset management to custody assets with its recommended custodian (Charles Schwab) and discloses receiving transitional credits and other incentives from that custodian. The brochure also discloses that advisory representatives are licensed to sell insurance and that the firm may offset advisory fees with initial commissions when clients implement commissionable products, and it accepts retirement plan consulting engagements in which it may serve in an ERISA fiduciary capacity for certain services.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees up to $10,000

Percentage

$100,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 0.95% $3,000,000 - $5,000,000: 0.90% $5,000,000+: 0.85% / negotiable

Project-based

Up to $450 per hour for financial planning services

Other

Account minimum: $50,000 Fee-only: Financial planning fixed fees up to $10,000; hourly fees up to $450/hour; fees are negotiable

Main office location

Journey Financial Group, Inc.

1110 W. Lake Cook Road, Suite 265 B

Buffalo Grove IL 60089, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Illinois · Indiana · Maine · Minnesota · Missouri · New Hampshire · North Carolina · Tennessee · Texas · Wisconsin

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Brian M

Series 66

Buffalo Grove, IL

Journey Financial Group, Inc.

Brian Mcdonaugh is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Royal Alliance Associates Inc. and Osaic Wealth, Inc. Mcdonaugh also provides notary public services to clients at no charge. Journey Financial Group serves individual investors, retirement plans, charitable organizations, and corporate clients by offering discretionary portfolio management, financial planning, asset-allocation advice, and retirement plan consulting. The firm uses written plans and reporting to document goals and recommendations and employs both fundamental and technical analysis in managing client portfolios.

Retirement income strategy Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Gergana V

Series 63, Series 65

Buffalo Grove, IL

Journey Financial Group, Inc.

Gergana Vasileva is an investment advisor representative at Journey Financial Group, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Journey Financial Group since 2013 and Osaic Wealth, Inc. since 2015. Additionally, she provides Notary Public services to clients at no charge. Journey Financial Group serves individual investors, retirement plans, charitable organizations, and corporate clients by offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses written plans and reporting to document goals and recommendations and employs both fundamental and technical analysis in its tailored portfolio management strategies.

Retirement income strategy Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Haley S

Series 66

Buffalo Grove, IL

Journey Financial Group, Inc.

Haley Staniszewski is a financial advisor at Journey Financial Group, Inc. with two years of industry experience. She holds the Series 66 designation and has worked at Journey Financial Group and Osaic Wealth, Inc. Prior to her advisory roles, she has diverse work experience including positions at Texas Roadhouse and Purdue University. Haley also provides notary public services for Journey Financial Group’s clients at no charge. Journey Financial Group serves individual investors, retirement plans, charitable organizations, and corporate clients by offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs both fundamental and technical analysis to tailor investment strategies and provides written plans and reporting to support client goals.

Retirement income strategy Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Marilyn B

Series 63, Series 65

Buffalo Grove, IL

Journey Financial Group, Inc.

Marilyn Bilyk is a financial advisor at Journey Financial Group, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Journey Financial Group since 1997, previously affiliated with Royal Alliance Associates, Inc. She is also a licensed insurance agent and provides notary public services to clients. Journey Financial Group serves individual investors, retirement plans, charitable organizations, and corporate clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses written plans and reporting to document goals and recommendations, employing both fundamental and technical analysis in security selection.

Retirement income strategy Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Mclain T

Series 63, Series 65

Buffalo Grove, IL

Journey Financial Group, Inc.

Mclain Tallungan is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Journey Financial Group and OSAIC since 1997. Outside of advising, he provides notary public services to clients at no charge. Journey Financial Group serves individual investors, including high-net-worth clients, as well as retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing both fundamental and technical analysis in its investment approach.

Retirement income strategy Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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