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Why Corporate Executives and Energy Professionals Choose Willis Johnson Wealth

Go beyond generic financial advice with a firm that anticipates your challenges before they arise.

For over two decades, we've specialized in helping professionals navigate complex compensation packages and build thoughtful strategies to accumulate wealth.
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What Sets Us Apart

43
Broker-Dealer Only
45
Dual Representatives
12
IAR Only
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Fee-Only Fiduciary

No product sales, no hidden fees, no commissions, simply great advice with your best interest in mind. When we make investment recommendations, you know it's because we believe it's in your best interest long-term.
Source: Financial Industry Regulatory Authority mentioned above.  All investment advisers have a fiduciary duty to act in their clients’ best interests.  Willis Johnson & Associates is not free from all conflicts and thoroughly discloses its conflicts of interest within Form ADV Part 2A and Part 3, located on the firm's website.​
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Integrated Tax Strategies

Our in-house tax team navigates complex scenarios, files returns, and provides year-round planning that works seamlessly with your wealth accumulation strategy.
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Executive Compensation Expertise 

From stock grants and excess benefit plans to retirement elections and healthcare strategies, we’ve guided executives through compensation decisions for over two decades. Our experience helps you weigh the right options at the right time, so your benefits support your broader wealth strategy.

Trusted by Corporate Executives and Energy Professionals Across Houston and Beyond

Our deeply specialized knowledge allows us to help you fully maximize your wealth:

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Wondering why your pension is decreasing even though you're working longer?

We can break down your specific pension formula from memory.

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Uncertain about upcoming changes to your benefits package?

We already understand the implications for your financial plan. 

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Facing a retirement date decision?

We know how to optimize your timing to potentially save you hundreds of thousands of dollars.

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Collaborative Team Approach

Behind every client stands a full bench of expertise. Our CFP® professionals, CPAs, and CFAs collaborate to align your tax strategy, investment plan, and executive benefits, so nothing is left in a silo.
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Proactive Planning

We look ahead so you don't have to. Our team continuously monitors markets, evaluates tax planning opportunities, and reviews compensation and benefit programs, from 401(k)s and pensions to stock options, deferred comp, and healthcare benefits. We connect the dots to show you what matters now and what's on the horizon, so you can act with confidence.
200+
Families Served Nationwide
Top 200
Financial Advisors (2017-2024)
0+
CFP®s + CFAs®
$1.1B
Assets Under Management
  • *Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organizations initial and ongoing certification requirements to use the certification marks.
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Trust Your Financial Future to Advisors Who Understand You

You deserve financial guidance from professionals who speak your language. Experience what happens when deep industry knowledge meets proactive planning and integrated strategies.

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