The Johnson Group
Wealth often becomes more complex before it becomes simpler. Our role is to help bring order, perspective, and discipline to important financial decisions—while remaining deeply personal in how we work with you.
Clients come to us when the stakes are higher and the moving parts are many. We focus on what matters most by listening closely, asking the right questions, and delivering thoughtful guidance designed around your goals.
What you can expect from us:
- Attentive listening and follow‑through.
We take the time to understand your full financial picture, identify areas requiring focused attention, and act decisively on what we learn. - Sophisticated advice with cost awareness.
We aim to provide the level of service typically associated with private banks, while remaining disciplined about expenses—helping you retain more of the wealth you’ve built. - An integrated approach to complexity.
We work to align investing, concentrated and restricted stock strategies, retirement planning, tax minimization, next‑generation wealth transfer, and structured lending into a coordinated plan. - Direct access and personal accountability.
In an increasingly AI‑driven world, you will reach us directly. No call trees, no hand‑offs. We treat our clients like family and manage your finances with the rigor of a well‑run business.
Our approach is rooted in a legacy we value deeply. As second‑generation members of The Johnson Group, we are proud to follow in our father’s footsteps. He shaped our careers by instilling enduring principles of hard work, transparency, and accountability—values that continue to guide how we serve our clients and their families.
Reach us directly:
Benjamin L. Johnson
Managing Director, Wealth Management Advisor
215.587.4733
Christopher L. Johnson
Senior Vice President, Wealth Management Advisor
215.587.4688
Since our founding more than 40 years ago, we've taken a highly personalized approach to each client. We take the time to learn about you—not only your assets and liabilities, but your aspirations, family dynamics, and intentions. Here are the ways we can help you design a more purposeful approach to your life and wealth:
•Breadth and scale. Each day, we offer the strength of a global institutional powerhouse with the boutique-level service favored by affluent and ambitious clients.
•A practical approach. We believe, Hope is not a plan. We can help you prepare for what you envision, as well as unlikely circumstances. By scrutinizing distinct areas of your financial life, we can identify potential opportunities and alert you to possible challenges.
•Experienced problem-solvers. Bring us your most pressing issue. Our close-knit team is skilled in unwinding the thorny issues that can accompany significant wealth. If we don't know the answer, we'll connect you with someone who does.
•Attuned to your interests. Tell us what's on your mind. If you have concerns about your wealth, we want to know about them. Here are some of the questions we've encountered from peer clientele:
-When will I have enough to retire?
-How can I maximize my compensation?
-Should I diversify my company stock?
-Can I start a new venture?
-My child has special needs: How can I put a plan in place?
-Am I taking advantage of new tax legislation?
•Your success is the metric that matters. Our big-picture perspective extends well beyond investments, methodically addressing your needs. We strive to be tax efficient, cost efficient, and transparent, helping you advance a more purposeful approach to your financial life.
CIMA®, CPFA®, CPWA®, CRPC™, CSRIC®
CFP®, CPFA®, CRPC™
CPFA®, CRPC™
AWMA™, CRPC™
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
