Johnson Advisors

Johnson Advisors provides busy high net-worth individuals with Personal CFO Services.

We provide personal CFO services, freeing individuals from the day-to-day management of their financial details by organizing, managing, and executing a wide array of financial matters. We work with our clients to ensure delivery of timely, accurate and complete financial information.

Our Services

Johnson Advisors provides a range of services to high net-worth individuals, customized to their needs, including:

• Bill payment: customized payment of bills, vendor interface
• Cash management: bank account and credit card reconciliation, fund transfers, cash forecasting
• Collection of tax related documents: 1099’s, 1098’s, K-1’s, charitable contribution documentation, preparation of schedules and support documentation for tax preparer
• Preparing Personalized Financial Statements
• Working in alliance with other advisors, including banker, investment advisor, insurance broker, tax accountant and attorney
• Administrative support services:  mail collection and electronic forwarding, secretarial services, records maintenance including investment statements, contracts, sales documents