Journey Tree Financial Planning and Investments was founded by Jonathan C. Brandt in 1993 to help clients make wise financial decisions. Our purpose is to free our clients to enjoy their lives and live their dreams.

Our firm has a beautiful office located in the Citizen’s Building, 10th & Oak Streets in downtown Eugene, Oregon. Eugene is a lively college town with a wealth of outdoor, sports, and cultural activities. Our mild climate allows us to enjoy miles of running trails, bike paths, and hiking trails nearly year round. We are an hour from the ocean and an hour from skiing in the mountains. Eugene is big enough to have most everything you need but small enough to have a small-town feel.

We are a successful, growing firm currently serving about 70 client families and managing approximately $90 million. Comprehensive financial planning is the keystone of our efforts to offer objective advice to our clients.

Financial planning and investment management services for long-term clients are offered as part of a comprehensive fee charged on assets under management. We are a fee-only firm.

We seek to nurture a positive working environment where staff enjoys working with clients and each other. There are also substantial opportunities for advancement.

While we have clients from a variety of backgrounds, we are developing a specialty area of meeting the unique needs of university professors. Our goal is to become the premier provider of financial planning and investment management services to university professors in the Northwest.

Our core values are integrity, excellence, fun, and beauty.