We are pleased to announce that important and beneficial changes have come to the financial planning and asset management business of Johns & Wilkinson LLC. In response to the needs of our clients, we have decided to partner with Trovena Investment Advisors to add depth in financial planning and asset management for all our clients. 

We chose to partner with Trovena Investment Advisors after a careful and comprehensive search.  Trovena, while a larger firm, retains the same ideals and principles that are important to us.  This respected fee-only Registered Investment Advisory, has been recognized for excellence in recent years by both professional and business organizations in the cities where it operates as well as nationally as one of the top advisors by Reuters and the magazines, Wealth Manager and Financial Planning.  Trovena maintains offices in Austin, San Diego, Los Angeles, and Roseland, NJ.

 

If you maintain an account with us it will remain at Fidelity or TD Ameritrade, and all contacts will be the same.  In addition, one of the benefits of being with a larger firm is that we are adding toll-free numbers, back up operations and increased online access.   

We will continue to provide asset management based on Nobel Prize-winning research.

Our address will be 3013 Fontana Dr, Austin TX 78704-6329, though we most likely will meet with you at Trovena's downtown Austin office at 100 Congress Ave, Austin or at your location. Our telephone number remains 512.445.2800. You can also reach me at 888.619.5666 x 507 which forwards to my cell phone 512.934.7001. My new email address is kermit.johns@trovena.com. Our fax number remains the same at 646.619.4761.

Please visit Trovena's website at www.trovena.com