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Willis Johnson & Associates did not pay for consideration for any of the awards listed above but has paid to use the logo to promote each award listed above.
Third-party rankings and recognition are no guarantee of future investment success and do not ensure existing or prospective clients will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation. Willis Johnson & Associates has a reasonable belief that the surveys and applications used to determine the award were fair and balanced. Check the awarding party’s website to see the full terms and conditions for awards.

Serving Corporate Professionals & Retirees Nationwide

With a history of providing specialized expertise for Shell, Chevron, & BP executives

We partner with corporate professionals and executives to optimize their finances and reach their long-term financial goals. By combining strategic tax planning and investment management with our expertise in their employer-provided benefits, we aim to help clients maximize their retirement savings while retaining more of their income. We have experts specializing in benefit optimization for the following companies:

We are not endorsed or affiliated with any of the companies listed above.

We Only Win When You Win

Straight fee-only financial planning and asset management.

As a fiduciary, we act in the best interests of our clients not merely because it’s required by law, but also because we believe it’s the right thing to do. With everything we recommend, we put our clients first—all the time, every time.

How We Serve You

Financial Plan

We work together to develop a comprehensive roadmap for your future. We’ll walk you step by step through how to build a plan that puts you on track to meet your goals.
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Wealth Management

We’ll work with you to build a financial roadmap that focuses on tax-efficient savings strategies. Then, we’ll implement your financial plan for you and support you as your needs evolve, providing updates and suggesting tactics that maximize your opportunities
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Comprehensive Expertise

To create a comprehensive, tax-efficient plan for both your current needs and future retirement, you need an expert guide.
  • Holistic Financial Support — Our interdisciplinary team (from wealth managers to CPAs) reviews your financial health and portfolio before building a custom plan for you.
  • Comprehensive Tax Strategy — With efficient tax planning, you don’t pay more than you have to.
  • Fiduciary Duty — We're a fee-only firm that puts your interests first.* 
  • Company Benefits — We identify opportunities and help you make the most of them.


* All investment advisors have a fiduciary duty to act in their clients’ best interest. WJA is not free from all conflicts and thoroughly discloses its conflicts of interest within Form ADV Part 2A and Part 3, located on the Firm’s website.