Our Story

  • 1980s

    Willis Johnson began his career in financial services as an auditor and CPA, and later joined CIGNA.

    He went on to teach financial planning classes at Rice University, where he was first inspired to share how corporate professionals could use their benefits and comprehensive financial planning to accumulate wealth. This was where Willis Johnson began building expertise in company benefits plans, which became the foundation for future success in the years to come.


    1980
  • 1990s

    Willis Johnson opened his first wealth management firm with less than $20 million in assets under management.

    Through educational seminars and events at Houston oil and gas companies, he developed an extensive network of high net-worth individuals. He was devoted to providing premium and tailored service to help his clients reach their financial goals.


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  • 2000s

    Willis Johnson climbed the ranks of the FSC Securities Top 2,500 List to achieve the number one position.

    Shifting its strategy to better serve clients and position itself for long-term growth, the firm began combining several facets of financial planning -- including wealth accumulation strategies, asset management, and estate planning -- to deliver a comprehensive, straightforward, and action-oriented approach to clients.


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  • In recent years

    Willis Johnson & Associates has grown to have more than $500 million in assets under management and continues to expand its range of client services, including the recent addition of in-house tax preparation and filing. Willis Johnson & Associates also recently became a fee-only, Registered Investment Advisor (RIA), formally putting an end to its broker-dealer practice.

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Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be constructed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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What Drives Us

Our goal is to empower our clients with superior, strategic, and trustworthy advice to help them achieve their financial goals. Through our decades of expertise and our comprehensive approach to financial planning, we’re committed to simplifying the complex challenges our clients face every day.

Achieving your financial goals doesn’t have to be complicated. When you partner with the right team, all you need is a plan.

Come sit down with us today and let’s talk about your future.

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