A complete list of active advisors currently associated with Johnson Wealth Management, LLC

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

Johnson Wealth Management is a fee-only financial planning and investment management firm that serves individuals, retirement plans, trusts, estates, charitable organizations and business clients. It provides personalized financial planning, pension consulting and ongoing portfolio management and facilitates implementation through custodians and subadvisors rather than product sales or commissions. The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes low-cost, passively managed index funds and ETFs with global diversification and periodic rebalancing to maintain target allocations. Client accounts are typically managed on a discretionary basis under a limited trading authorization, and clients receive periodic net worth statements and quarterly written performance reports. Compared with many peers of similar size, Johnson manages several hundred million dollars of assets with a small advisory team and formally uses named subadvisors (including Nuveen and Dimensional) while retaining oversight of those relationships. The firm also has standing letters of authorization that affect its custody reporting, generally does not vote proxies on client securities (clients retain voting responsibility), and maintains a business-continuation agreement to address key-person succession.

To learn more about the advisors currently working at Johnson Wealth Management, LLC, 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.