Since 1965, Johnson Investment Counsel has helped clients navigate life's complexities through personalized wealth management and financial planning services.
Johnson Investment Counsel, Inc., established in 1965, is an independent Registered Investment Advisor (RIA) providing fiduciary financial advice, including wealth management, investment management, retirement and cash flow planning, income tax planning, estate planning, trust services, charitable planning, asset protection, insurance, family office services, trust company services, P&G retirement plans, business solutions, corporate retirement plan services, and nonprofit organization services. The firm emphasizes personalized, client-centered solutions and community involvement.
Fiduciary standard of care
Comprehensive wealth management
Community involvement and charitable giving
Customized solutions for individuals, families, and businesses
Services
Individuals & Families
Tailored wealth management solutions for individuals and families, including investment management, retirement planning, tax planning, estate planning, charitable planning, asset protection, and family office services.
Personalized financial planningComprehensive investment managementRetirement and cash flow planningEstate and trust servicesCharitable planningAsset protection and insurance
Business Solutions
Financial planning and advisory services for businesses, including corporate retirement plan services, business transitions, ESOP clients, and institutional investment services.
Corporate retirement plan servicesBusiness transition planningESOP consultingInstitutional investment management
Nonprofit Organizations
Financial advisory services for nonprofit organizations, including investment policy consultation, fixed income and equity asset management, and customized solutions.
Investment policy consultationFixed income asset managementEquity asset managementCustomized institutional solutions
Credentials & Certifications
Registered Investment Advisor (RIA)
Since 1965
Forbes 2025 America’s Top RIA Firms
Since 2025
Barron’s 2025 America’s Best RIA Firms
Since 2025
Reviews
Rating
5
★★★★★
Reviews
2
"On-site services"
Frequently Asked Questions
What is the fiduciary standard of care? +
As an independent Registered Investment Advisor (RIA), Johnson Investment Counsel is legally bound by the fiduciary standard of care, which requires advisors to act solely in the client’s best interest when offering personalized financial advice.
How does Johnson Investment Counsel support charitable giving? +
Johnson Investment Counsel facilitates charitable giving through Donor Advised Accounts and Endowment Funds via the Johnson Charitable Gift Fund, enabling clients to direct over half a billion dollars to charities while aligning with their values.
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