Journey Strategic Wealth
Brian Flynn is a seasoned financial professional with extensive experience in wealth management. As Co-Founder and Managing Partner at Journey Strategic Wealth since January 2021, Brian has led strategic initiatives. Previously, Brian served as Managing Director at Magnus Financial Group LLC from December 2018 to December 2020 and held the position of Vice President in Wealth Management at Dynasty Financial Partners from May 2015 to December 2018. Prior roles also include time at Merrill Lynch in Global Wealth Management and as Vice President at DHF Capital Corp. Brian holds a degree from the University of Delaware, where studies were completed between 2001 and 2005.
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Journey Strategic Wealth
Very few firms, if any at all, have actually been built to solve one of the transitioning advisor’s fundamental challenges; that even with independence, great technology, and resources, advisors still need support managing their practices and teams. And they don’t want to do it alone. Independent advisors are the future of the industry, and they need a home that makes them as secure as they make their clients. This means intentionally partnering with advisors to help them make critical practice management decisions across every area of their practice including operations, wealth management, investment management, practice management, client experience, and culture.