NEW YORK--(BUSINESS WIRE)--Kerry Meath-Sinkin and Robert Meath of Meath Wealth Advisors have joined Journey Strategic Wealth (“Journey), a national RIA for independent advisors. Meath Wealth Advisors was founded by veteran advisor and Kerry’s father, Robert Meath.
The move from Carson to Journey represents a new phase in the practice’s evolution according to Meath-Sinkin: “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.”
Expanding on an Already Impressive Reach
Meath Wealth Advisors is the 7th advisory team to join Journey, establishing the firm’s footprint in the Midwest.
President of Journey, Penny Phillips, expressed her enthusiasm for the strategic move: "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.”
With the establishment of an office in Minneapolis, Journey also solidifies its commitment to serving clients on a national scale. This move marks a pivotal moment in the firm's growth trajectory, expanding on existing advisor locations in the Bay Area; Richmond, VA; Seattle, WA; Park City, UT; and New York City and Northern New Jersey.
Meath-Sinkin brings a unique planning skillset to Journey with a background deeply rooted in public health and financial and philanthropic planning.
”We are very intentional about the practices that we add to our platform,” says Phillips. “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.”
About Journey Strategic Wealth
Journey, a newer entrant to the aggregator-platform space, 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.
The Journey platform is designed to turbocharge an advisor’s organic growth strategy by creating significant capacity in the practice and providing tools for business development.
To learn more about Journey, follow them on LinkedIn or visit https://journeyswadvisor.com/.
To follow Kerry Meath-Sinkin’s journey, visit her at https://journeysw.com/kerry-meath/.
