Willis Johnson Wealth

We are a fee-only fiduciary financial planning firm serving corporate professionals and executives, with particular experience working with individuals employed at companies such as Shell, Chevron, and BP.Our advisors provide consultative guidance, education, and implementation support to help clients navigate complex financial decisions with greater clarity. We offer comprehensive financial planning, along with in-house tax preparation, to deliver a more coordinated approach across key areas of a client’s financial life.In response to the needs of corporate professionals, our team has developed experience in:Employer compensation and benefits, including pensions, long-term incentive plans (LTIPs), 401(k) planning, and deferred compensation programsTax planning and preparation considerations for high-income professionals across different stages of their careersStock compensation, diversification considerations, and related tax implicationsForeign filing considerations and compliance for expatriates and U.S. taxpayers working internationallyOur approach focuses on helping clients make informed decisions by aligning financial strategies with their individual goals and circumstances.We currently manage over $2 billion in client assets for individuals and families across the country. As a fee-only firm, we do not sell products or earn commissions, which helps align our interests with those of our clients.In all we do, we aim to simplify the financial planning process and provide clear, thoughtful guidance. All recommendations are tailored to each client’s unique situation, and there is no guarantee that any strategy will achieve its intended results.If you are interested in learning more, we welcome the opportunity to discuss your specific needs and goals.https://wjohnsonwealth.com/contact-us