Unbiased Financial Guidance | Willis Johnson & Associates

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.

Source: Financial Industry Regulatory Authority

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.