Our advisors are here to provide you the unbiased advice you need for your financial roadmap. We partner with corporate professionals and executives to optimize their finances and reach their long-term financial goals.
By combining strategic tax planning and investment management with our expertise in their employer-provided benefits, we ensure that our clients can maximize their retirement savings for the future while retaining most of their income today.As a fiduciary, we act in the best interests of our clients not merely because it's required by law, but also because we believe it's the right thing to do.
By combining strategic tax planning and investment management with our expertise in their employer-provided benefits, we ensure that our clients can maximize their retirement savings for the future while retaining most of their income today.As a fiduciary, we act in the best interests of our clients not merely because it's required by law, but also because we believe it's the right thing to do.
Services
We look at your overall financial picture and build your priorities into a long-term plan that's uniquely yours. Our fiduciary commitment ensures that our choices align with your goals and are always in your best interest. As a fiduciary, we serve your interests first and foremost. Maintaining your trust is paramount.
To help you reach your financial goals tomorrow by maximizing your financial decisions today. After 24 years of tremendous growth and numerous accolades, Willis Johnson, CFP passed the torch to the next generation of firm leadership. Nick Johnson, CFA, CFP, became the firm's President in 2020 to position the firm for growth and continued innovation.
While working at Chevron, you may have questions regarding the specifics of the plans and benefits available to you. By coordinating company benefits with your outside assets, our wealth management team helps you understand each offering to maximize your benefits and achieve your personal financial goals.
As a professional at BP, you probably have several lingering questions about your plans and benefits. By coordinating company benefits with your outside assets, we help you understand each offering to maximize your benefits and achieve your personal financial goals. Whether retirement is off in the distant future or right around the corner, you want to ensure you save in the most tax-efficient manner for you and your family.
We combine leading economic research with strategic low-cost security selection to help you meet your long-term objectives while living your life today. While numerous investment managers and brokers promote high-performing actively managed funds, many have hidden fees and management costs which can diminish your returns over time.
Reviews (8)
Skip Koshak
Dec 11, 2021
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Todd Mushovic
Nov 15, 2021
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Al Schmit
Jun 10, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
We have been with Willis Johnson & Associates for about 10 years now. We have developed a very high level of trust with their personnel and their investment strategies for our situation. I would highly recommend this company for investment advisory assistance.
We have been with Willis Johnson & Associates for about 10 years now. We have developed a very high level of trust with their personnel and their investment strategies for our situation. I would highly recommend this company for investment advisory assistance.
Lauren Hong
May 23, 2021
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I have had the pleasure of working with Willis Johnson and Associates over the years. What has impressed me the most about the firm is its knowledge about the oil and gas industry. Its team really knows this space, and its services reflect that knowledge. Beyond this, team members have a high touch and thoughtfulness with each relationship they handle. I'd highly recommend the firm, especially if you're an executive in or about to retire from the oil and gas industry.
Toby Perry
May 22, 2021
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Kim Chapman
May 02, 2021
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Bethanie B.
Dec 12, 2020
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After completing my Fall 2020 internship at Willis Johnson & Associates, I cannot say enough positive things about their client services, caring culture, and superior system.
As an RIA, they truly put their clients and prospects first as an honorable fiduciary. They don't operate on any commission nor sell any products to people for their own benefit.
Throughout my time there, I saw countless Houston energy professionals turning to the trusted advisors of WJA during the COVID-19 market crash. The team seamlessly responded to all that the pandemic brought on and constantly kept up with the volatility
As an RIA, they truly put their clients and prospects first as an honorable fiduciary. They don't operate on any commission nor sell any products to people for their own benefit.
Throughout my time there, I saw countless Houston energy professionals turning to the trusted advisors of WJA during the COVID-19 market crash. The team seamlessly responded to all that the pandemic brought on and constantly kept up with the volatility
Houston Tx
Oct 27, 2018
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Had an interesting experience with this firm a few months ago as a potential candidate for an open position they had. Being a truly sincere and interested candidate I found myself met with total lack of consideration and respect by the office and vp of the firm. I’m sure the firm does a decent job managing money, but lack of respect shows true culture of any organization.
