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Industry Spotlight > RIAs

Journey Strategic Wealth Expands, Opens San Francisco Office

By Jeff Berman

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What You Need to Know

  • This is the first advisor team to join Journey Strategic Wealth since the launch of its RIA partnership model in January.
  • The advisor team is led by Kristin Bartlow, previously of the Northwestern Mutual-affiliated Bartlow Wealth Management.
  • The new San Francisco office is Summit, New Jersey-based Journey's second office.

Summit, New Jersey-based Journey Strategic Wealth has expanded with the opening of a new San Francisco office that is home to the first advisor team under the new RIA partnership business model that Journey launched in January, it said Tuesday.

The San Francisco advisor team is led by Kristin Bartlow, previously of Bartlow Wealth Management, a Northwestern Mutual (NWM) firm. Bartlow was registered with NWM since 2010, according to her report on the Financial Industry Regulatory Authority’s BrokerCheck website.

At Journey, the advisors are being “supported by a team who understands what is important to us as advisors and ultimately to our clients,” Bartlow said in the announcement. “The support at every level allows us to better engage with our clients’ financial planning needs while knowing for certain that we’re doing everything necessary to help them find financial freedom.”

Bartlow’s team includes Brett Agnew, who was with NWM since 2017 and has 22 years of experience in the industry; Kevin D. Rinow, who was with NWM since 2012 and Morgan Stanley for one year before that; and Adrienne Braccia Conrad.

The team adds $180 million in assets under management to Journey, boosting its AUM to $2.7 billion.

Bartlow’s team will mainly serve institutional and other pre-retirement clients, including high-net-worth technology executives and their families, Journey said.

The team is the “new face of our San Francisco office,” according to Penny Phillips, Journey president and co-founder.

“When we set out to launch Journey, we had a very specific advisor in mind: a talented leader who is compassionate, who stands up for their clients and what they believe in, and who has an unwavering commitment to their fiduciary duty — this is Kristin, Brett, Kevin, and Adrienne to the nth degree,” Philips said in the announcement.

Journey was founded by Phillips, an advisor practice management coach who also founded Thrivos Consulting, with longtime advisor executives Michael Brown and Brian Flynn. Journey is a hybrid RIA firm that is focused on “providing hands-on practice management support and coaching to advisory teams who want to focus on serving their clients,” it said.

“Unlike the traditional aggregator model — which is aimed at business growth rather than practice management” — Journey’s team “handles everything from billing, human resources and payroll, investment management, financial planning, technology stack, home office support, and marketing,” it said.

Journey “continues to seek advisory teams across the U.S. that align with their clients’ needs and corporate values,” it added.

Jeff Berman

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