Comprehensive Tax and Wealth Planning Services

Our experienced financial tax advisors integrate advanced tax insight into your broader wealth and retirement strategy. We are not tax preparers—we are strategic partners providing expert tax advisor services for clients seeking to preserve, grow, and transfer wealth efficiently.

Our Tax Advisor Services Include:

  • Collaborative Planning – Coordinated strategies with your CPA and legal advisors to align tax planning with your long-term financial objectives.
  • Retirement Tax Optimization – Maximizing IRA and 401(k) strategies, Roth conversions, and defined-benefit plans to minimize taxable income.
  • Tax-Efficient Investment Structuring – Strategic asset location, municipal bonds, and portfolio design for optimal after-tax returns.
  • Wealth and Legacy Strategies – Utilizing trusts, gifting, and charitable giving to preserve wealth and maximize legacy impact.
  • Proactive Tax Law Planning – Anticipating legislative changes to help protect wealth through evolving tax environments.

Partner with a Financial Tax Advisor Today

Our holistic approach to tax and wealth planning ensures that every financial decision supports your long-term goals and minimizes your tax burden. Specifically, tax planning for high-net-worth individuals focuses on building tax-smart income strategies, optimizing investments, and preserving wealth across generations. Partner with a financial tax advisor who seamlessly integrates sophisticated tax insight with personalized wealth management.

Awards & Recognition

Forbes / 2025

America’s Top RIA Firms

Barron’s / 2025

America’s Best RIA Firms

Financial Advisor / 2025

RIA Survey Ranking

Cincinnati Business Courier / 2025

Largest Cincinnati Money Management Firms

Columbus Business First / 2025

Largest Central Ohio Financial Planners

Dayton Business Journal / 2025

Dayton Area Money Management Firms

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Recent Insights

  • Blog: Beyond the Numbers

    Making the Call on Long-Term Care Insurance: The Head, the Heart, and the Numbers

    There is a season of life, usually between ages 50 and 60, when financial progress shifts from accumulation to protection, prudent decumulation, and leaving a legacy. The foundation has been built, and it is meaningful. Naturally, the conversation turns to preserving it.

  • Johnson Insight

    Real Client Stories. Thoughtful Planning in Action.

    See how Johnson Investment Counsel helps individuals, families, and business owners navigate complex financial decisions through customized, holistic wealth management.

  • Presentations

    Your Guide to P&G PST Distributions & Tax Implications

    Current and former P&G employees can learn more about their Profit Sharing Trust (PST) distribution options during this informative webinar. Former P&G Finance/Brand Management employee, Mike Stanis, CFA, CFP®, MBA, is a Portfolio Manager and the Procter and Gamble (P&G) Retirement Plans Director at JIC. He spent 17+ years with P&G and will share what he learned about transitioning from P&G so that you can make the best decisions for your family.

  • Blog: Beyond the Numbers

    Lessons from 1929: What’s Different, What’s the Same and What To Do

    Andrew Ross Sorkin’s “1929: The Year of the Great Crash and the Downfall of the American Dream,“ is a powerful reminder that financial crises are never just about numbers, they’re about human nature, leverage, and policy choices. While another Great Depression is highly unlikely, meaningful market downturns are inevitable.

  • Presentations

    2026 Virtual Wealth Management Forum

    In this year's annual Wealth Management Forum CEO Jason Jackman provides a firm update, and CIO Charles Rinehart and Managing Director Brandon Zureick share a detailed economic and market analysis. This presentation was recorded 2/4/2026.

  • Johnson Insight

    Fourth Quarter 2025 Newsletter

    Read our 4Q 2025 Quarterly Insight newsletter to find a letter from Chief Executive Officer Jason Jackman, CFA, this quarter’s Market Update from Chief Investment Officer Charles Rinehart, CFA, CAIA, and, as always, catch up on all of your JIC employee news.

  • Updates

    Fourth Quarter 2025 Market Update

    CIO Charles Rinehart, CFA, CAIA, reflects on a strong 2025 despite persistent headlines around tariffs, Fed policy, and economic uncertainty. With solid market gains, uneven growth, and elevated valuations heading into 2026, he highlights why discipline, diversification, and a long-term focus remain essential.

  • Blog: Beyond the Numbers

    Year End Wealth Planning Checklist

    As we close 2025 and flip the calendar to 2026, we can look back at generally strong markets facing the cross-currents of economic and geopolitical uncertainty. These factors and scenarios have one thing in common: they are out of our control. Realizing this, we created a financial “checklist” for tactics we do control, which could have a positive effect on cash flow, balance sheets, and peace of mind as we close the book on another year.

  • Johnson Insight

    Guidance, Patience, and Support When You Need It Most

    Compassionate financial guidance for widows and widowers navigating life after loss. Discover practical steps, resources, and support from Johnson Investment Counsel to help you feel grounded and secure during this transition.

  • Blog: Beyond the Numbers

    Why a Market Pullback is Normal—And How to Stay the Course

    The market, like the weather, goes through seasons or cycles. Sometimes calm, sometimes stormy. With a portfolio designed to absorb shock and regulate your financial environment—through diversification, reliable income sources, and a clear plan—your financial thermostat can stay at a comfortable temperature no matter what the forecast says.