Guiding Families to fulfillment

Guiding Families to fulfillment

Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand what's most important.

What Does Retirement Look Like for You?

What Does Retirement Look Like for You?

We understand each individual faces unique challenges in their financial lives. We take time to understand your concerns and what you value and craft a plan tailored to meet your financial goals and objectives.

Words of Wisdom

"When your values are clear to you, making decisions becomes easier."

- Roy E. Disney

About Us

About Us

Years of experience have prepared us to guide you through life's journey.

Learn more

Financial Planning

Financial Planning

We help ensure all the pieces of your financial world work together.

Learn more

Investment Management

Investment Management

Time-tested and evidence-based. We build effective portfolios that fit your needs. 

Learn more

Meet the Team

Andy Avera

Director of What's Possible

678-881-0813

andy@journeybeyondwealth.com

I have more than 20 years of experience. I have a master’s degree in personal financial planning. I have several designations after my name. That being said, these things do not define who I am...

Read more

Chris McCall

Chief Improvement Officer

678-881-0814

chris@journeybeyondwealth.com

I joined Andy to build a firm that is mission-driven, not profit-driven. A prior mentor of mine would say, “Always do what’s right, and everything else will work itself out.” That stuck with me and still guides me today...

Read more

Allison Daines

Director of Client Delight

678-248-8144

allison@journeybeyondwealth.com

For me, the pull to financial planning came from learning the material and emotional impact that being intentional with money can have on individuals and families. When I was in high school, I was selected to be a teen writer for a...

Read more

Jessica Stembridge

Director of Team Success

jessica@journeybeyondwealth.com

I have a passion for helping people reach their full potential, and a flair for adding structure and creativity to business operations. With over 15 years of business management experience, including owning and operating a meal...

Read more

Seattle Harrison

Director of Getting it Done

678-203-0053

seattle@journeybeyondwealth.com

I love helping people shift their mindset from, “How can I ever get this done?” to “I can totally get this done!”.

Read more

Send Us a Message

Thank you!
Oops!