• Next Quarter Century

    Helping you maintain and grow your wealth isn't defined by a product or service we offer, it's simply who we are. When our founder, Sam Johnson, talked about planning for the next quarter, he always meant the next quarter century. That same long term focus continues to guide us in our mission to help you plan for the next generation.

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  • ClearWealth Financial Planning

    It's nearly impossible to separate your financial life from the rest of your life. ClearWealth® Financial Planning is just one of many ways JFG is committed to helping you build a thriving and meaningful future for your whole life.

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  • Post-Election Economic Forum

    Johnson Bank recently hosted an Economic Forum in Phoenix, Arizona. Brian Andrew, Chief Investment Officer, shared his expertise and advice on how our Administration Elect's proposed policies could impact investment markets.

    VIEW BRIAN'S PRESENTATION

  • Welcome Cleary Gull Advisors' Clients

    With our acquisition of Cleary Gull Advisors, Inc., we combine two privately held, locally owned, industry leading companies, delivering strong, quality investment results for clients. Our company will initially be known as Cleary Gull Advisors, a Johnson Financial Group company.

    ABOUT US   CLEARY GULL ADVISORS

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Products & Services

Value Added Services

longtermcare

Long-Term Care Insurance

Have you thought about what would happen if you ever developed a chronic illness or disability that leaves you unable to care for yourself for an extended period of time? Our advisors can ensure you are properly covered, giving you total peace of mind.

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ClearWealth® Financial Planning

Understanding your needs and clearly defining your goals is critical to creating a solid foundation for a comprehensive financial plan. Our advisors will partner with you to guide you through the entire process.

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Brokerage

Your money is a tool to achieve all of your dreams. Your investments should help improve your life and the lives of those around you. Johnson Investment Services provides access to a full line of investment choices to help grow your portfolio, establish a legacy for your loved ones, or support the charities that are important to you.

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Resources

  • articlesDealing with Disruption Takes Muscle

    Savvy, competitive business owners know disruption is a constant. No matter the industry, it's not a question of whether you must deal with disruptive forces — it's when. For many major industries, the “when” is now — and it's

  • articlesFive Events that Can Ruin a Succession Plan

    This is part of an ongoing series of articles about estate planning and succession planning, written by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy As closely held business owners know, their financial plans, retirement plans

  • articlesThinking of Relocating Your Business?

    Set your vision beyond mere office space Among the many reasons for a business to relocate, you might think square footage would be the leading catalyst. Although that likely is at least a factor in most relocations, there can be other considerations