WEALTH MANAGEMENT, INVESTMENTS, SOLUTIONS.
From your first financial plan to retirement and beyond, we’re here to guide you every step of the way. It all starts with a conversation. Schedule your free consultation today.
Schedule a Free Consultation
Serving the Greater Phoenix Metro Area.
WEALTH MANAGEMENT, INVESTMENTS, SOLUTIONS.
From your first financial plan to retirement and beyond, we’re here to guide you every step of the way. It all starts with a conversation. Schedule your free consultation today.
Schedule a Free Consultation
Financial services designed to fit your needs
We provide holistic advice and coordinated strategies for your entire wealth picture, no matter how complex it may be.
Wealth Management
Holistic wealth services and legacy planning to meet the complex needs of affluent households
-
- - Wealth Management
- Financial Planning
- Retirees
- Pre-Retirees
- Young Professionals
- Family Planning
Investment Management
Invest in our fully customized portfolios for managing risk tailored to each client's situation
-
- - Mutual Funds & ETFs
- Stocks
- Bonds
- Real Estate
- Precious Metals
- International
Financial & Retirement
Looking at the entire financial picture to best prepare for retirement and other short- and long-term financial goals
-
- - 401(k) & Rollovers
- IRA & Roth IRAs
- Social Security Planning
- Pension Maximization
- Retirement Projections
- Income Distribution
Financial advisory services designed to fit your needs
We provide holistic advice and coordinated strategies for your entire wealth picture, no matter how complex it may be.
Wealth Management
Holistic wealth services and legacy planning to meet the complex needs of affluent households
-
- - Wealth Management
- Financial Planning
- Retirees
- Pre-Retirees
- Young Professionals
- Family Planning
Investment Management
Invest in our fully customized portfolios for managing risk tailored to each client's situation
-
- - Mutual Funds & ETFs
- Stocks
- Bonds
- Real Estate
- Precious Metals
- International
Financial & Retirement
Looking at the entire financial picture to best prepare for retirement and other short- and long-term financial goals
-
- - 401(k) & Rollovers
- IRA & Roth IRAs
- Social Security Planning
- Pension Maximization
- Retirement Projections
- Income Distribution
Financial services designed to fit your needs
We provide holistic advice and coordinated strategies for your entire wealth picture, no matter how complex it may be.
Wealth Management
Holistic wealth services and legacy planning to meet the complex needs of affluent households
-
- - Wealth Management
- Financial Planning
- Retirees
- Pre-Retirees
- Young Professionals
- Family Planning
Investment Management
Invest in our fully customized portfolios for managing risk tailored to each client's situation
-
- - Mutual Funds & ETFs
- Stocks
- Bonds
- Real Estate
- Precious Metals
- International
Financial & Retirement
Looking at the entire financial picture to best prepare for retirement and other short- and long-term financial goals
-
- - 401(k) & Rollovers
- IRA & Roth IRAs
- Social Security Planning
- Pension Maximization
- Retirement Projections
- Income Distribution
Request an appointment
We would love the opportunity to discuss where you are and your financial priorities.
The difference that matters
Changing the trajectory of our clients' financial lives
Highly Personalized Service!
Ours is a business of human interaction. We are passionate about deeply getting to know our clients and their priorities. This is the heart of our service.
Fiduciary Standard!
As fiduciary advisors, we act in your best interest and hold ourselves accountable to clients. We strive to be transparent and live up to the trust placed in us.
Independent!
Independent advisors are not tied to any particular funds or investment products, giving us the freedom to tailor our advice and solutions based on what’s best for you.
40+
Years of Experience
Certified
Financial Planners
Unique,
Personalized Service
Holistic advice
and coordinated strategies
The difference that matters
Changing the trajectory of our clients' financial lives
Highly Personalized Service!
Ours is a business of human interaction. We are passionate about deeply getting to know our clients and their priorities. This is the heart of our service.
Fiduciary Standard!
As fiduciary advisors, we act in your best interest and hold ourselves accountable to clients. We strive to be transparent and live up to the trust placed in us.
Independent!
Independent advisors are not tied to any particular funds or investment products, giving us the freedom to tailor our advice and solutions based on what’s best for you.
40+
Years of Experience
Certified
Financial Planners
Unique,
Personalized Service
Holistic advice
and coordinated strategies
Testimonials
Marcus at Johnson Financial Advisors has been managing our savings pre-retirement and is now continuing to take care of us post-retirement. Marcus is very detail oriented and takes the time to listen and understand our situation to ensure our investments are consistently aligned with our goals and risk tolerance. The staff is super helpful, on point and professional. Looking back on the day we put our trust and confidence in Johnson Financial Advisors, well, it was a great decision!
— James Prevallet.
Let's have a free no-obligation conversation!
Let our experienced advisors help you navigate the complexities of investing, retirement planning, and wealth management. Take the first step by filling out our form to schedule a consultation today. We look forward to working with you to achieve your financial goals.
Let's have a free no-obligation conversation!
Let our experienced advisors help you navigate the complexities of investing, retirement planning, and wealth management. Take the first step by filling out our form to schedule a consultation today. We look forward to working with you to achieve your financial goals.
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