ABOUT JOURNEY ADVISORY GROUP

 

It takes more than hustle and heart to succeed in business. The smartest executives know they need a clear plan to reach their business goals. Journey Advisory Group helps financial advisors create a business that prioritizes their goals without compromising their lifestyle.

With five decades of combined experience in financial advisory services, Michael Roby & Journey Advisory Group helps consultants scale their business.

“If you want to find a better balance around your business, your life, and your money, JAG combines our experience with a proprietary technology stack to create tremendous results for financial advisory firms.”


Michael Roby

Journey Advisory Group

With five decades of combined experience in financial advisory services, Michael Roby & Journey Advisory Group helps consultants scale their business.

Ask us how we helped an RIA increase its Cash on Hand from $300K to over $1 million in less than one year.