Our values drive our unique approach to serving clients
Our purpose at Johnson Investment Counsel is to improve people’s lives. We exist to help our clients determine and achieve not just their financial goals, but what those financial goals enable them to accomplish. In doing so, our clients bestow their trust in us, and we do not take this for granted. This is why our teams take the time to invest in our clients— listening to understand more about them, their families, their concerns, and their goals. By building these strong relationships with our clients, we can position them for success now and for generations to come.
Our dedication to service stems from our passion to provide sophisticated solutions to our clients. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of shareholders, our employees work with people who have a vested interest in their success.
We are proud to be one of the nation’s largest independent RIAs, serving clients in 50 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to clients. We serve individuals, corporations, retirement plans, foundations, and endowments.
