Philip R Johnson

Phil Johnson is a Wealth Advisor, Managing Director, Investment Advisor Representative and an accredited Investment Fiduciary with over 3 decades of experience, along with a deep understanding of the financial markets. He helps clients define and reach their financial goals by providing individually tailored advice. His experience includes retirement planning, investments, insurance, tax planning, estate planning and debt management. Phil believes in taking a holistic approach when establishing financial plans. He works collaboratively with clients to increase understanding and knowledge about their financial position and helps guide them toward the best financial decisions in their journey toward financial security and independence. He is passionate about helping his clients manage their finances and provides proactive advice based on the client's individual needs. With his extensive knowledge and dedication to providing the best service, Phil is a great asset for all his clients.