A complete list of active advisors currently associated with Willis Johnson Wealth

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

Willis Johnson Wealth primarily serves corporate professionals, executives, and high-net-worth individuals with comprehensive financial planning and investment management. The firm leads with a four-step “Continuously Planning” process—Understanding You, Financial Analysis & Education, Guidance & Implementation, and ongoing Financial Reviews—and offers services that include retirement planning, corporate benefits election guidance, trust and estate planning, and tax planning and preparation via an in-house CPA. The firm’s investment approach is built around five core tenets—evidence-based decision making, broad diversification, tax-aware management, a rules-based rebalancing process, and low-cost vehicles—and it implements six model strategies ranging from aggressive equity to fixed income. Portfolios are generally ETF- and institutional-class fund-driven with tactical tilts and private market allocations; WJW also discloses the use of derivatives in separately managed accounts, and integrates capital gains budgeting and other tax coordination with its tax team. Compared with many peers, WJW’s marketing and business practices include some uncommon elements: the firm uses testimonials in advertising and advertises third‑party ratings. It also operates a formal Families Program that can household parents’ or children’s accounts with fee implications and requires clients to custody accounts at Fidelity, leveraging Fidelity’s institutional platform services for trading, reporting, and back-office support.

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