We look forward to serving you.

In addition to general financial planning services, Johnson Financial Advisors (JFA) offers investment monitoring services for clients who desire more active portfolio management. The objective of investment monitoring is to invest client funds in those investments which best meet client's objectives and risk tolerance; and monitor portfolio and make changes as needed based on fund performance and current market and economic conditions.

JFA generally utilizes mutual funds and annuity products for investment purposes. We also offer advice on equities, debt securities, certificates of deposit, municipal securities, and U.S. government securities.

You are invited to schedule a no-obligation initial meeting with Phil Johnson, CFP^®, at which time you will learn more about our services and he will learn more about your personal financial situation and whether you would benefit from the services offered by JFA.

No two clients are alike. I go deep. I get to know each client and their personal situation and I work hard to offer them a higher level of service.

--Philip O. Johnson, CFP^®

Some of my clients have been with me for 20 years. I have helped them go through life’s transitions. It’s rewarding to see generations coming back.

--Philip O. Johnson, CFP^®