#144: T.J. Gliha (Journey Wealth)

Lay of The Land

TJ Gliha, Co-Founder of Journey Wealth.

Established in 2021, Journey Wealth is a full-service wealth planning firm that helps entrepreneurs explore the world of opportunities availed by their success, by addressing their needs and enabling them and their families to lead the lives they aspire to. From its humble beginnings with just 4 employees, Journey Wealth has grown as a self-governing Registered Investment Advisory firm to nearly 20 professionals, with the strategic acquisition of a significant equity stake in FSM Wealth, offering multi-family office services primarily to professional golfers.

This was a really fun conversation for — as a long-time student of public market investing, TJ and I got to unpack the wealth management business and industry overall, the intersection of investing and entrepreneurship, the psychology and cognitive biases of investors, how to balance structure and growth, his formative past as portfolio manager and trader on the Chicago Mercantile Exchange floor, the evolution of Journey Wealth in service of helping entrepreneurs make the most of their time — all of our most valuable asset — leadership, and so much more.

Outside of his professional endeavors, TJ also plays an active role in the community as a board member of the Make-A-Wish Foundation and Cleveland Clinic Children’s Council in addition to his role as Treasurer of the Avon Lake Football Club, stemming from his passion for football!

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Connect with TJ on LinkedIn — https://www.linkedin.com/in/t-j-gliha-aif%C2%AE-cepa-a4ba801/
Learn more about Journey Wealth — https://www.journey-wealth.com/

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