Journey Strategic Wealth announced that Kerry Meath-Sinkin and Robert Meath of Meath Wealth Advisors, a national RIA for independent advisors, have joined the firm. Meath Wealth Advisors was founded by Kerry’s father, Robert Meath.
Meath Wealth Advisors is the seventh advisory team to join Journey, establishing the firm’s footprint in the Midwest.
Journey’s establishment of an office in Minneapolis solidifies its commitment to serving clients nationally. This move marks a significant moment in the firm’s growth trajectory, expanding on existing advisor locations in the Bay Area, Richmond, VA, Seattle, WA, Park City, UT, New York City, and Northern New Jersey.
Journey is a newer entrant to the aggregator-platform space. It oversees $3.1 billion in assets across its advisory teams. In addition to full middle- and back-office support, Journey provides practice management and marketing resources to its advisors.
KEY QUOTES:
“We are laser focused on building the financial planning firm of the future. Clarity, ease, impact: that is what we deliver to clients. Our partnership with Journey is going to enable us to take our practice to the next level and serve more people here in the Twin Cities and beyond.”
– Kerry Meath-Sinkin
“Kerry represents everything that Journey stands for. We are thrilled to welcome her and her practice, and establish a footprint in the Twin Cities market, where we see a ton of opportunity.”
”We are very intentional about the practices that we add to our platform. Advisors who join us are growth-minded and obsessed with having impact and delivering great service for their clients. Journey advisors are the advisors of the future.”
– President of Journey Penny Phillips
