Journey Tree Financial Planning & Investments
Information by Research TrustFinance
Founded by Tim Melin, Journey Tree Financial Planning & Investments is a registered investment adviser (RIA) firm based in Austin, Texas. The company operates on a fee-only basis, emphasizing its fiduciary duty to act in clients' best interests. Its mission is to help clients achieve financial well-being through a holistic and integrated approach that covers retirement planning, investment management, tax strategies, and estate planning. They focus on building long-term relationships and creating personalized financial roadmaps for individuals and families.
United States
Industry
- Financial AdvisementPRIMARY
- Other Service
Financial