Journey Advisory Group
Highly Engaged Employees

Q: What is Journey Advisory Group's official website?

Journey Advisory Group's official website is journeyadvisory.group

Q: What is Journey Advisory Group's Revenue?

Journey Advisory Group's revenue is $5.2 Million

Q: What is Journey Advisory Group's SIC code?

Journey Advisory Group's SIC: 62,628

Q: What is Journey Advisory Group's NAICS code?

Journey Advisory Group's NAICS: 52,523

Q: How many employees does Journey Advisory Group have?

Journey Advisory Group has 11-50 employees

Q: What industry does Journey Advisory Group belong to?

Journey Advisory Group is in the industry of: Finance , Securities Trading , Lending & Brokerage

Q: What is Journey Advisory Group competition?

Journey Advisory Group top competitors include: Coral Wealth Management , Bagby Wealth Management , Legacy Investment Planning , Mainsail Advisor Group

Q: What technology does Journey Advisory Group use?

Some of the popular technologies that Journey Advisory Group uses are: Microsoft 365, GoDaddy DNS, Amazon Web Hosting, Microsoft Excel

Q: How do I contact Journey Advisory Group?

Journey Advisory Group contact info: Phone number: (859) 888-0356 Website: journeyadvisory.group

Finance · Kentucky, United States · 11-50 Employees

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Overview

Headquarters

15 W 5th St, Covington, Kentucky, 41011,...

Phone Number

(859) 888-0356

Website

journeyadvisory.group

Revenue

$5.2 Million

Industry

Finance

Securities Trading

Lending & Brokerage

About Journey Advisory Group

Journey Advisory Group is a fiduciary financial advisory firm based in Cincinnati and Northern Kentucky, specializing in comprehensive financial planning, investment management, tax planning, and estate planning. They cater to individuals, families, and business owners, providing personalized financial roadmaps tailored to each client's unique needs. The firm emphasizes building long-lasting relationships with clients, offering honest advice to help navigate financial milestones. Journey Advisory Group has received multiple awards for its excellence in financial advisory services.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Journey Advisory Group Org Chart

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Eric Pettway

Chief Investment Officer

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Carlee Oelling

Portfolio Administrator

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Portfolio Administrator

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Portfolio Administrator

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Senior Financial Advisor

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Senior Financial Advisor

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Senior Financial Advisor

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Senior Investment Advisor

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Financial Advisor

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Financial Advisor

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Senior Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Journey Advisory Group

$5.2M

11-50

Private

2013

Eric PettwayChief Investment Officer

Legacy Investment Plannin...

<$5M

1-10

Private

1990

Sten MorganPresident

Coral Wealth Management

<$5M

1-10

Private

2017

Dennis CoralManaging Director - Wealth Advisor

Mainsail Advisor Group

<$5M

1-10

Private

2016

Fadi KhouryManaging Partner and Financial Advisor

Bagby Wealth Management

<$5M

1-10

Private

1984

Cathy BagbyChief Financial Officer

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Journey Advisory Group Tech Stack

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Frequently Asked Questions Regarding Journey Advisory Group

What is Journey Advisory Group's official website?

Journey Advisory Group's official website is journeyadvisory.group

What is Journey Advisory Group's Revenue?

Journey Advisory Group's revenue is $5.2 Million

What is Journey Advisory Group's SIC code?

Journey Advisory Group's SIC: 62,628

What is Journey Advisory Group's NAICS code?

Journey Advisory Group's NAICS: 52,523

How many employees does Journey Advisory Group have?

Journey Advisory Group has 11-50 employees

What industry does Journey Advisory Group belong to?

Journey Advisory Group is in the industry of: Finance, Securities Trading, Lending & Brokerage

What is Journey Advisory Group competition?

Journey Advisory Group top competitors include: Coral Wealth Management, Bagby Wealth Management, Legacy Investment Planning, Mainsail Advisor Group

What technology does Journey Advisory Group use?

Some of the popular technologies that Journey Advisory Group uses are: Microsoft 365, GoDaddy DNS, Amazon Web Hosting, Microsoft Excel

How do I contact Journey Advisory Group?

Journey Advisory Group contact info: Phone number: (859) 888-0356 Website: journeyadvisory.group

What does Journey Advisory Group do?

What are Journey Advisory Group social media links?

Journey Advisory Group Linkedin page Journey Advisory Group Facebook page

Is Journey Advisory Group a public company?

Journey Advisory Group is private company therefore does not currently have an official ticker symbol

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Journey Advisory Group Latest Hires and Their Positions

Journey Advisory Group is expanding and recently hired new employees. Here are the latest additions to the team.

James Owens

Senior Financial Advisor

Joined Dec 24, 2025

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