About Johnson Financial Advisors

The mission of Johnson Financial Advisors (JFA) is to help individuals and families plan for life. We seek to help clients set goals, plan for and fund those goals, and adjust to life’s transitions. This is accomplished by strategic planning, timely implementation, and ongoing review. We tailor our services to each client and seek to build long-term relationships.

Many of our clients have been with us for one, two, or even three decades. They continue to be our best source of referrals.

Founded in 1981, Johnson Financial Advisors is registered with the Securities and Exchange Commission as a Registered Investment Advisor, with Philip O. Johnson as President. Phil is a Certified Financial Planner™ and advises clients on investments, retirement planning, estate liquidity, real estate, insurance, and general financial planning. He and his staff work with clients’ other professional advisors (such as accountants, tax preparers, estate planning attorneys) to make sure that all financial issues affecting a client are coordinated and addressed.

Phil Johnson is also a registered principal with Securities America, inc., a registered broker/dealer serving independent advisors nationwide. All securities transactions with our firm are cleared through National Financial Services.

Why do I need a Financial Advisor?

Learn how you and your family can benefit from the professional counsel of a Johnson Financial advisor. Learn More

Is Johnson Financial Advisors right for you?

We seek a long-term relationship and are committed to a team approach in working toward your financial goals. Learn More

What makes our firm unique...

Full Service

  • We do comprehensive financial planning, investment management, and retirement planning, and will coordinate with other professionals as needed.

Experience

  • JFA has been managing wealth for individuals and families for over 30 years.
  • Our staff is Series 7 licensed and have varied backgrounds in banking, securities, and finance.

Independence

  • As an independent financial services firm, we are focused on your best interests.
  • We are unlike banks and most broker-dealers who limit the services and investments that their representatives can recommend.

Accessibility

  • Unlike some larger firms, you can phone or meet with Phil or Marcus as often as needed.
  • We pride ourselves in personalized service.

Commitment

  • We value our clients and seek to build long-term relationships.
  • We will guide you through life's transitions and often work with multiple generations within a family.