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Illuminating Opportunities for Energy Professionals and Executives

Building a legacy of excellence since 2006

Willis Johnson built this firm on a foundation that remains our bedrock today: deep knowledge and unwavering client commitment. What began as one advisor's vision to serve corporate executives and energy professionals has evolved into a sophisticated team of specialists who bring that same dedication to a new generation of clients. 
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From One Advisor’s Vision to Your Complete Financial Team

In 2006, Willis Johnson left a major insurance company after realizing he was being pushed to sell products that didn’t serve clients’ best interests. Determined to build a firm centered on objective advice, he began teaching retirement courses at Rice University’s Glasscock School of Continuing Studies.

Those classrooms happened to be filled with engineers from Houston’s oil and gas industry—highly technical professionals who valued detail and precision. They immediately connected with Willis’s approach, which combined deep technical expertise with proactive planning that went beyond the generic advice they found elsewhere. Many became his first clients, laying the foundation for a culture that remains central to our firm today.

At Willis Johnson Wealth, those same values—proactive planning and strong technical skills—still define the way we serve corporate executives and professionals. What began as a solo practice has grown into a comprehensive, fee-only fiduciary firm managing over $1.7 billion in assets, while keeping the personal attention of a boutique practice.

*(As of December 31, 2025) Assets under Management and Assets under Advisement include discretionary and non-discretionary regulatory assets under management.

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Recognition That Reflects Our Values

We’re proud of our commitment to both clients and team members:

2017-2025

2017-2022

bptw

2017-2024

forbes

2017-2022

*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.

This recognition reflects what we've always prioritized: exceptional client service delivered by a team that genuinely loves what they do.

Spearheading the Future of Financial Planning

As we look ahead, we remain committed to the values that built our reputation: a proactive mindset, methodical process, and technical depth.
But we’re not standing still.

We’re continually investing in technology, refining processes, and developing people to make your financial life simpler, like expanding our in-house tax team to handle complex international assignments and sophisticated estate planning needs.

We also continue to broaden investment opportunities for our clients, including access to private market strategies in equity and credit, thoughtfully integrated into diversified portfolios where appropriate.

We don’t wait for changes to impact you. When your company announces benefit updates, our team is already analyzing the details and consulting with you on what it means for your financial strategy.

As the corporate landscape evolves, so will we. But our mission remains the same: making the complex simple by turning intricate compensation, benefits, and investments into clear, actionable strategy.

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How It All Works Together

Whether you're early in your career or approaching retirement, navigating an international assignment or considering a severance package, you deserve financial advisors who understand your world as well as you do.

Our story is really just beginning. The next chapter includes your success, your goals, and your financial future, built on the foundation Willis Johnson established but designed for the opportunities ahead.

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