LeadIQ logo
Learn more at LeadIQ.com
Journey Advisory Group, LLC logo

Journey Advisory Group, LLC Employee Directory

Financial ServicesKentucky, United States11-50 Employees

Journey Advisory Group, LLC is a financial services firm that provides investment management and financial planning services. Founded in 2013 and based in Covington, Kentucky, the company emphasizes a comprehensive approach to clients’ life journeys, covering wealth management, college and retirement planning, estate planning, tax considerations, and insurance. Serving individuals and families, its aim is to offer sophisticated planning and investment expertise paired with personalized service, addressing the perceived gap between small, independent firms and larger, impersonal institutions. The firm operates as a registered investment adviser, positioning itself within the financial advisory sector as a locally based alternative focused on tailored, client-centric solutions. A recent development noted is the acquisition of TW Advisors in early 2023, which expanded its regional operations in the Greater Cincinnati area.

Find Journey Advisory Group, LLC employees' phone numbers or email addresses

Journey Advisory Group, LLC Global Highlights

Location
Employees

North America
36

Minus sign iconPlus sign icon
  • United States Of America
    36

Journey Advisory Group, LLC's Leadership

  • Stylized image of a person
    T. L.
    Founder & Ceo At Journey Advisory Group, Llc
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. B.
    Director Of Finance And Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. M.
    Director Of Data & Systems
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. K.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. K.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. K.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Senior Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. W.
    Financial Advisor
    Phone icon
    Mobile Phone

Journey Advisory Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Business
  • Information Technology
  • Accounting
  • Other

Contact profiles from Journey Advisory Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. L.
    Founder & Ceo At Journey Advisory Group, Llc
    Phone icon
    Mobile Phone
    United StatesKentucky
    Mar 16, 2026
  • Stylized image of a person
    P. B.
    Director Of Finance And Operations
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Jun 08, 2026
  • Stylized image of a person
    K. M.
    Director Of Data & Systems
    Phone icon
    Mobile Phone
    United StatesKentucky
    Jun 26, 2026
  • Stylized image of a person
    K. K.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Jun 08, 2026
  • Stylized image of a person
    D. K.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 22, 2024
  • Stylized image of a person
    G. K.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    T. S.
    Senior Advisor
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. W.
    Financial Advisor
    Phone icon
    Mobile Phone
    Mar 25, 2026
  • Stylized image of a person
    K. T.
    Portfolio Administrator
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Jun 02, 2026
  • Stylized image of a person
    T. R.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Journey Advisory Group, LLC known for?

Minus sign iconPlus sign iconJourney Advisory Group, LLC was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 50 East Rivercenter Boulevard Suite 301 Covington, Kentucky 41011 United States. Explore Journey Advisory Group, LLC's company overview page for more information.

What is Journey Advisory Group, LLC's most common email format?

Minus sign iconPlus sign iconJourney Advisory Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Journey Advisory Group, LLC email formats with LeadIQ.

How many employees does Journey Advisory Group, LLC have currently?

Minus sign iconPlus sign iconJourney Advisory Group, LLC has approximately 31 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Journey Advisory Group, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Journey Advisory Group, LLC's key employees include:

  • Founder & Ceo At Journey Advisory Group, Llc: T. L.
  • Director Of Finance And Operations: P. B.
  • Director Of Data & Systems: K. M.
  • Senior Financial Advisor: K. K.
  • Senior Financial Advisor: D. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.