Our Fiduciary Oath
We serve as a fiduciary advisor on every client account, which means we are legally bound to work in your best interest. What does that mean? It means we will never try to sell you any products and we do not take commissions. Instead, our interests align with your interests. You can count on us to guide you, free from conflicts of interest, with your goals at the core of our advice.
“As an independent, fee-only financial planning firm, we only have one goal in mind, to do the best for our clients. Our independence from large Wall Street firms enables us to put our clients first in everything we do. We know that if we take great care of our client’s needs, our company will continue to thrive. At Johnson Wealth Management you will experience a more personal approach to financial planning and wealth management. To us you are not just another number or account. Once you become a client you become part of our family.”
You can rely on us to provide Thoughtful Insight, Honest Communication and Caring Service – elements we consider essential to building lasting and mutually rewarding relationships.