About Johnson Wealth Management

About Johnson Wealth Management
At Johnson Wealth Management, we believe that financial goals and life goals are inextricably linked. That’s why our mission is to help improve the lives of our clients through a comprehensive approach to financial planning & consulting services as well as portfolio & wealth management services that embraces proactive planning, education, regular communication and the implementation of strategies that place client interest first.

Get to Know Us
Johnson Wealth Management is a family-owned and operated financial planning and wealth management firm leveraging more than 30 years of financial services experience. Serving the needs of our clients our focus on developing lasting relationships has never wavered. We are proud to work with multiple generations of our clients who rely on us for objective advice and guidance along the path of pursuing their life goals.

Johnson Wealth Management offers:

  • A knowledgeable Investment Advisor who will partner with you as your personal advocate and guide; a “financial coach” you can rely on at every stage of your life.
  • Objective advice and guidance, coupled with independent financial market research
  • Financial planning and consulting services plus portfolio management and wealth management services and resources to address even your most complex financial needs and challenges
  • An exceptional level of personal care service

“I like seeing clients make their financial plan more of a priority—when they discover there’s so much we can do today that will position them for a better tomorrow. When clients work with us, I hope they can say that we not only heard their goals and put together a plan to achieve them, but that they also enjoyed the process.”

Johnson Wealth Management is a fee-only independent Registered Investment Advisory firm that provides both financial planning and portfolio management services for individuals and their families.

Our primary goal as your Investment Advisor is to maximize your expected return commensurate with the specific risk you are willing to accept. We strive to achieve principal preservation, capital enhancement and inflation protection for all of our clients. Our financial planning and portfolio management approach is driven by your goals and priorities.

When you work with Johnson Wealth Management you will experience the difference it makes to have a knowledgeable Advisor who truly understands you and cares about helping you meet your goals. To us you will never be just another account.

Let’s Connect

389 Palm Coast Pkwy SW, Suite 4 | Palm Coast, FL 32137
Phone: (386) 597-0057
Fax: (386) 445-6123
Email: orlando@johnsonwealthmanager.com

Contact us to learn more or schedule a no-obligation consultation today

Meet Our Team