Expert, Unbiased
Financial Guidance
We look at your overall financial picture and build your priorities into a
long-term plan that’s uniquely yours. Our fiduciary commitment ensures that our choices align with your goals and are always in your best interest.
Build Your Plan with Confidence
As a fiduciary, we serve your interests first and foremost. Maintaining your trust is paramount. We will only recommend products and services that meet your needs best, so you never have to question our dedication to achieving your goals.
BROKER - DEALER ONLY
DUAL REPRESENTATIVES
RIA ONLY
WILLIS JOHNSON & ASSOCIATES
What is a Fiduciary?
Willis Johnson & Associates is a fiduciary, fee‑only, registered investment advisory (RIA) firm. Our goal is transparency, so we only charge for the management of your assets and the advice we give. Unlike broker‑dealer and dual representatives, we do not sell investment products and commissions do not influence our recommendations for what’s right for you and your future. We believe in partnership and in the long-term success of our clients.
Minimize Your Tax Burden
Tax Planning
We perform a holistic review of your income and tax situation to ensure it’s efficient, and you’re retaining as much of your income as possible.
Tax Filing
One way we can contribute to your success is by helping you reduce your tax burden. Our in-house CPA and EA find tax-savings opportunities so more of your money can be wisely invested for the future.
Simplifying Your Journey to a Successful Retirement
With decades of experience in providing financial guidance to corporate executives, we are acutely aware of your industry and experts in navigating your companies’ compensation packages.
It all starts with a plan. Fill out the form to get started on yours using our Retirement Savings Checklist.
Striving for Excellence
Willis Johnson & Associates is committed to offering consistently high levels of service to our clients and community. Our firm continues to be recognized and ranked among top-performing Houston financial advisors and industry leaders locally and nationally.
2017, 2018 & 2019
2017 & 2018
2018 & 2019
2019
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.