Mainsail Financial Group Expands Reach with Acquisition of JourneyTree Financial Advisors in Eugene, Oregon
FOR IMMEDIATE RELEASE: 03/03/2025
Bellevue, Washington – Mainsail Financial Group, an independent financial advisory firm based in Bellevue, announced today its strategic acquisition of JourneyTree Financial Advisors. The acquisition aligns with Mainsail Financial Group’s long-term growth strategy, enabling it to expand its expertise, portfolio of services, and geographical reach within the Pacific Northwest region. This is their second acquisition.
This strategic move reinforces Mainsail Financial Group’s commitment to delivering enhanced financial solutions and client-centric services. Commenting on the acquisition, Brandon Steele CFP®, ChFC®, co-founder and CEO of Mainsail Financial Group stated, "We are thrilled to welcome JourneyTree clients into the Mainsail Financial Group community, and our new team members. This acquisition marks a significant step towards our long-term vision to act as a guiding force for change in our industry. The specialized skillset and knowledge our new team members bring to Mainsail align seamlessly with our strategic growth plans, enhancing our ability to empower our clients and our community. We look forward to the opportunity to serve even more families in the Pacific Northwest region as we expand our services to Eugene, Oregon.”
Mainsail Financial Group continues to offer an extended range of financial planning, investment management, retirement planning, and wealth preservation services. Clients of JourneyTree will benefit from access to a broader suite of resources, technology, innovative financial strategies, and personalized solutions tailored to their unique financial goals.
Commenting on this transition, Jonathan Brandt CFP®, founder of JourneyTree stated, “Mainsail [offers] a wide range of expertise [and resources], yet [stays] familiar with each client’s needs and circumstances. I feel extremely fortunate to have found such a compassionate and highly qualified firm with which to partner.”
Mainsail Financial Group remains dedicated to upholding the highest standards of integrity, client satisfaction, and fiduciary care. The integration process will prioritize a seamless transition to ensure minimal disruption to the existing clients of Mainsail Financial Group, with a continued focus on delivering exceptional service and support from the advisory team.
For more information about Mainsail Financial Group and its services, please visit https://www.mainsailfg.com or contact Jenn Haskins via email.
About Mainsail Financial Group
Mainsail Financial Group is an independent, fee-only financial advisory firm headquartered in Bellevue, Washington. With a commitment to providing comprehensive financial solutions to retirement-age individuals and families, the firm offers expert guidance to provide long-term security, tax efficient strategies, wealth management, and legacy planning.
About JourneyTree Financial Advisors
With over 35 years of combined experience, JourneyTree Financial Advisors offers friendly, experienced professionals that provide customized financial plans and wise investment management. JourneyTree’s team approach ensures your needs are met promptly and with sound judgment to prepare for your future, so you can enjoy the present. Financial peace of mind starts with JourneyTree.
Contact Information
Jenn Haskins
Marketing Director
Mainsail Financial Group
425-429-6369
email
www.mainsailfg.com
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