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

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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

J. S.
Private Wealth Manager, Managing Director
Mobile Phone
Email
United States
Aug 12, 2024
M. C.
Director, Financial Planning
Mobile Phone
Email
United States
Feb 05, 2026
A. P.
Investment Operations Manager
Mobile Phone
Email
United StatesPennsylvania
Oct 19, 2025
J. W.
Manager, Client Service
Mobile Phone
Email
Oct 17, 2024
J. S.
Private Wealth Manager
Mobile Phone
Email
Aug 12, 2024
K. S.
Investment Operations Manager
Mobile Phone
Email
Mar 26, 2025
A. L.
Senior Advisor
Mobile Phone
Email
United StatesVirginia
Sep 09, 2025
C. C.
Investment Analyst
Mobile Phone
Email
United StatesNew Jersey
Nov 11, 2025
K. B.
Financial Advisor
Mobile Phone
Email
Nov 15, 2025
Z. M.
Wealth Advisor
Mobile Phone
Email
United StatesFlorida
Feb 05, 2026

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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