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 advisory firm that provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. The firm operates as a two-advisor team managing roughly $323 million in client assets and also offers pension/ERISA consulting and tailored subadvisory arrangements. The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes low-cost, passive exposure through index funds and ETFs, with periodic rebalancing rather than security selection. Research inputs include custodial and institutional resources, and JWM accepts discretionary trading authority under limited powers of attorney while delivering periodic performance and net worth reports. Noteworthy aspects compared with peers include the combination of a small advisory team overseeing substantial AUM, a formal ERISA/pension consulting practice, and the routine use of institutional subadvisors (for example, Dimensional and Nuveen) for some mandates. JWM operates strictly on a fee-only basis, uses standing letters of authorization that create custody under SEC guidance while meeting the firm’s conditions, and maintains a business continuation agreement to address loss of key personnel.

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.