Financial Advisors
Tempe, AZ
Johnson Financial Advisors is an independent boutique wealth management firm in Tempe founded on providing personalized, fiduciary-standard financial guidance. Led by CFP® professionals Philip O. Johnson (45+ years experience) and Marcus F. Johnson, JFA offers comprehensive wealth management, retirement planning, investment management, tax strategy, estate planning, and insurance advisory services tailored to affluent families and individuals. As independent advisors, they coordinate across all aspects of clients' financial lives—investments, taxes, Social Security, legacy planning, and charitable giving—with a focus on long-term relationships and transparent fee-based structures.
Ideal for: Affluent families and retirees, High-net-worth individuals seeking comprehensive planning, Business owners and significant savers, Clients nearing or in retirement transition
Service area: Tempe, AZ and surrounding Phoenix metro area
Fiduciary Standard & Independence: JFA operates as independent, fiduciary advisors with no ties to specific investment products, ensuring recommendations are based solely on what's best for the client.
Multi-Generational Expertise: Operating since 1981 with two generations of CFP® leadership, JFA combines 45+ years of institutional experience with fresh, modern financial planning approaches.
Integrated Wealth Planning: Beyond investments, JFA coordinates tax strategy, estate planning, retirement income optimization, Social Security strategy, and charitable giving into a unified financial plan.
Address: 1095 W Rio Salado Pkwy #201, Tempe, AZ 85281
Phone: (602) 242-4000
Website: johnsonfinancial.com
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