Welcome To Journey Financial

Premier Financial Advisor's of South East Idaho

What retirement dreams do you have? Our team at Journey Financial is dedicated to helping you achieve those dreams, whether big or small. Let 's navigate your financial journey together.

Our Vision

Journey Financial Services is an independent investment and advisory team that is founded on old fashioned principles of personalized service, attention to detail, and value. In practice, we offer investment management, retirement plans, and estate planning to smart and savvy investors who are looking for more from their portfolios and advisors.

In every engagement, we strive to add value and support through education, best of class investment options, tax-efficient strategies, straight forward and honest communication, unbiased recommendations, and an overall desire for excellence.

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Our Process

We understand that you don't want to spend all of your time worrying about your retirement plan or investments.

What We Do For You:

Whether you’re just beginning your journey to retirement or are already there, we can help you take the first steps on your journey to reaching your financial goals.

  • Prepare for Retirement
  • Organize Finances
  • Diversify Investments

Our financial audit is designed to analyze your current portfolio and identify exactly what problems and potential opportunities exist. You may be paying higher fees than expected, taking more risk than you think, and getting lower performance than equivalent investments. Do you know the answers to the following questions?

  • How much risk am I taking?
  • Are my returns acceptable given the amount of risk?
  • How much am I paying in fees?
  • What could I be doing better?

Schedule below for a Free Financial Audit.

Our Team

Jennifer Landon

President | Advisor

Jennifer Landon
Jordan Anderson

COO | Advisor

Jordan Anderson
Jana Hill

Customer Service Director

Jana-Hill
Alison Youngstrom

Office Operations Manager

Alison-Youngstrom

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