Client Portal

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.

48%
BROKER - DEALER ONLY
43%
DUAL REPRESENTATIVES
9%
RIA ONLY
WILLIS JOHNSON & ASSOCIATES
What is a Fiduciary?

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

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.

Minimize Your Tax Burden
Tax Filing

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.

Your 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.

Advisors in the US, 2017, 2018 & 2019

Advisors in the US,
2017, 2018 & 2019

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Top Wealth Management Firms and Practices in Houston,
2017 & 2018

Fastest growing company in Houston, 2018 & 2019 Best places to work for financial advisors,

Fastest growing company in Houston,
2018 & 2019

Best places to work for financial advisors, 2019

Best places to work for financial advisors,
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.