The Johnston Group team is comprised of a diverse group of professionals with experience ranging across all areas of the financial advising profession – investment management, financial planning, tax & estate planning, insurance, risk management and compliance. Our entire team works together in a coordinated process to deliver first-class client service designed to meet each client’s unique financial needs
The Johnston Group works with disciplined, growth-oriented clients looking for leadership and guidance that aligns their financial decision-making with the goals and values that matter most to them. Our clients are intentional about their own unique vision in life and willing to make a commitment towards achieving their most important dreams and outcomes.
The Johnston Group is committed to building a structure in each of our client’s lives that gives them confidence and capability to fulfill their meaningful vision and dreams. We serve our client’s personal strategy through a quality-driven process that enables each unique client to make sound decisions with their money towards realizing their financial freedom and most important goals.
WE ARE FIDUCIARY
As an independent, registered investment advisory firm, The Johnston Group acts a fiduciary to each of its clients. The fiduciary standard is the highest standard of care delivered to clients and requires The Johnston Group advisors to act solely in the client’s best interest when offering personalized financial advice. The Johnston Group takes great pride in operating under the fiduciary standard which reinforces the firm’s Wealthcare360™ approach of putting the client’s best interest at the center of its financial planning process.
In 1994, after spending years working in a variety of financial investment firms, Brad Johnston founded The Johnston Group with a mission of developing an independent, client-centered approach to financial advising. Brad believed that developing intimate, personal relationships with clients was the foundation for meaningful financial planning and created a unique process for delivering clients financial security and independence.
For more than two decades, The Johnston Group has helped thousands of individuals – from family business owners to corporate executives to professional service providers – find peace of mind in their financial world while developing a personalized strategy for accomplishing their meaningful life’s goals.