Our goal is to make sure you are surrounded by positive, experienced, and trustworthy professionals who understand your needs as well as we do.
We provide both Asset Management and Financial Planning, on a fee-only wealth management model, meaning you never pay us a commission or percentage of your earnings.
At Johns & Wilkinson, we offer a passive investment philosophy with an active approach to asset management. Rather than wasting time trying to predict what the market will do, we invest in the market by utilizing the science of capital markets to design customized portfolio solutions for our clients. We consider the values, lifetime goals, risk preference, and tax situations of each client when constructing an asset management plan. Having established a relationship with Dimensional Fund Advisors (DFA), we offer our clients Dimensional fund shares that are available only to selected fee-only financial advisory firms.
Dimensional selects their independent advisors by considering the firm’s views about how capital markets work and how best to provide clients with a successful investment experience.
We provide a holistic approach to Financial Planning, preferring to sit down and talk with each client to better understand all the variables that will impact each individual’s investment strategy. This customized approach is a break from the larger advisory firms that seek to lump investors into a pre-determined mold, rather, we seek to cast a mold to suit your individual situation. Further, we will cover any number of financial topics, if necessary, to help you understand any aspect of your financial plan. We provide ongoing, personalized support, and, having the personal relationship that we do with each client, we are far more reachable whenever questions or concerns may arise.
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