We are a fee-only fiduciary financial planning firm serving corporate professionals and executives, with particular experience working with individuals employed at companies such as Shell, Chevron, and BP.

Our advisors provide consultative guidance, education, and implementation support to help clients navigate complex financial decisions with greater clarity. We offer comprehensive financial planning, along with in-house tax preparation, to deliver a more coordinated approach across key areas of a client’s financial life.

In response to the needs of corporate professionals, our team has developed experience in:

Employer compensation and benefits, including pensions, long-term incentive plans (LTIPs), 401(k) planning, and deferred compensation programs
Tax planning and preparation considerations for high-income professionals across different stages of their careers
Stock compensation, diversification considerations, and related tax implications
Foreign filing considerations and compliance for expatriates and U.S. taxpayers working internationally

Our approach focuses on helping clients make informed decisions by aligning financial strategies with their individual goals and circumstances.

We currently manage over $2 billion in client assets for individuals and families across the country. As a fee-only firm, we do not sell products or earn commissions, which helps align our interests with those of our clients.

In all we do, we aim to simplify the financial planning process and provide clear, thoughtful guidance. All recommendations are tailored to each client’s unique situation, and there is no guarantee that any strategy will achieve its intended results.

If you are interested in learning more, we welcome the opportunity to discuss your specific needs and goals.

https://wjohnsonwealth.com/contact-us

Willis Johnson Wealth

Nick Johnson

This department focuses on providing financial planning and investment services to clients to help them manage and grow their wealth.

Wealth Management

This department focuses on managing client relationships and ensuring efficient operational support for client-related activities.

Client Services

This department manages and streamlines processes related to investment transactions and related tax implications.

Investment Operations

This department focuses on overseeing marketing strategies and operational processes to ensure compliance and efficiency in investments.

Marketing and Operations

This department focuses on promoting the organization's products and services to build brand awareness and drive customer engagement.

Willis Johnson Wealth

Org chart

Teams

Wealth Management

Client Services

Investment Operations

Marketing and Operations

Marketing

Offices

Willis Johnson Wealth

Org chart

Teams

Wealth Management

Client Services

Investment Operations

Marketing and Operations

Marketing

Offices

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