A complete list of active advisors currently associated with Johnson O'Connor Wealth Management

Warmer can help you find a great advisor at Johnson O'Connor Wealth Management or one who fits your needs even better.

Johnson O’Connor Wealth Management provides a referral service to clients of its affiliated accounting firm rather than offering direct investment management. Its client base includes individuals, trusts and estates, charitable organizations and corporations, and it notably accepts pension and profit‑sharing plan clients. The firm does not formulate investment recommendations or manage client assets; instead it refers clients to a FINRA‑registered broker‑dealer and SEC‑registered investment adviser and supplies clients with the adviser’s disclosure materials and an advisory disclosure statement. Johnson O’Connor receives a portion of the third party’s advisory fees for those referrals and discloses the arrangement to clients while maintaining a written code of ethics and notifying clients they are free to choose other advisers. Distinctive features include ownership by and operational integration with an accounting practice, with the advisory activity limited to solicitor services while the accounting business remains the primary operation (the adviser may spend a large portion of time on accounting firm duties). Unlike most independent peers, the firm does not provide portfolio management for individual accounts, does not charge percentage‑of‑AUM fees, and does not take custody or discretionary authority over client assets.

To learn more about the advisors currently working at Johnson O'Connor Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Stephen Feron IV	Wakefield, MA	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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