Mohamed Hassan

Nestled in the heart of Concord, Massachusetts, Journey Wealth is a leading financial planning firm focused on empowering individuals and families to achieve remarkable financial outcomes. As a fee-only fiduciary firm, we prioritize your best interests, offering personalized strategies that align with your unique values and aspirations.

Our Mission

Our mission is to uplift your financial well-being through evidence-based strategies, personalized attention, and transparent communication. We believe that financial planning should be a collaborative process, where we work alongside you to identify your goals, assess your situation, and tailor a plan that fits seamlessly into your life.

Who We Are

Our team of experienced financial professionals are passionate about helping clients achieve financial clarity, security, and control. We possess diverse backgrounds in wealth management, retirement planning, taxation, and estate planning, allowing us to address your multifaceted financial needs comprehensively.

How We Work

We believe in a collaborative and transparent approach to wealth management. Our process involves:

• Discovery & Goal Setting: We take the time to understand your unique values, financial situation, and financial goals.
• Comprehensive Assessment: We conduct a thorough review of your financial plans, investments, and tax situation.
• Custom Strategy Development: We work with you to create a personalized plan that aligns with your goals, considering your individual circumstances and risk tolerance.
• Communication & Implementation: We regularly discuss your progress, review your portfolio performance, and make necessary adjustments as needed.

What We Offer

Journey Wealth offers a wide range of services designed to meet your diverse financial needs, including:

• Executive Equity Compensation Planning: Maximize the value of your executive equity compensation and mitigate potential tax risks.
• Retirement Planning: Secure your financial future through comprehensive retirement planning strategies.
• Wealth Management: Navigate the complexities of wealth accumulation and preservation.
• Tax Planning: Minimize your tax burden and maximize your financial efficiency.
• College & Education Planning: Plan for your children's or grandchildren's education expenses.

Our Approach - Radically Rational Wealth Management

We distinguish ourselves through our data-driven, evidence-based approach to wealth management. We believe in:

• Transparency: We provide clear and concise explanations of our processes and fees.
• Client-centeredness: We prioritize your needs and goals in every decision we make.
• Discipline & Efficiency: We utilize robust processes and technology to ensure accurate and timely execution of your plan.