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October 19, 2022

Journey Strategic Wealth

Journey Strategic Wealth, a financial advisory firm with advisors across the country, announced the addition of three advisory teams led by Mark Newfield, Laurie Adams, and Kathleen Barlow, totaling $210 million in new assets under management. Newfield and his team in Richmond, VA, join Journey after departing Bleakley Financial Group. Adams, a Seattle-based advisor, comes to Journey after spending 14 years at Eagle Strategies, a subsidiary of New York Life Insurance Company. Adams focuses on creating a supportive community, within her practice, for female wealth holders. Adams will be based in Seattle but travel across the country working with clients. As Adams integrates her practice into the firm, Journey will acquire her business. Barlow joins from Raymond James, and Journey will partially acquire her financial planning practice specializing in serving families and women.




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