Journey Wealth Partners

Journey Wealth Partners (CRD# 147017) is a financial advisory firm headquartered in Concord, MA. They manage $60,037,519 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

Concord Professional Center, 747 Main Street, Suite 120, Concord, MA 01742

https://financialplannersma.com

By the Numbers

Total Assets Under Management

60

MILLION
Total Number of Accounts

33

ACCOUNTS
Average Account Value

$1,819,319

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Selection of other advisers (including private fund managers)
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Journey Wealth Partners

Showing 1 - 1 of 1 top financial advisors.

Margaret "Peggy" M. McGillin

CRD#: 5095058

Concord Professional Center, 747 Main Street, Suite 120, Concord, MA 01742

Margaret McGillin (CRD# 5095058) is an Investment Advisor Representative working at Journey Financial Planners, LLC in Concord, MA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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