About JOHNSON LYMAN WEALTH ADVISORS
JOHNSON LYMAN WEALTH ADVISORS is a leading financial advisory firm that specializes in helping clients make smart investment decisions and reach their financial goals. With a team of experienced advisors and a commitment to always act in the best interest of their clients, JOHNSON LYMAN WEALTH ADVISORS is a trusted partner for individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
JOHNSON LYMAN WEALTH ADVISORS provides a range of comprehensive financial services, including investment management, retirement planning, tax planning, and more. They work closely with clients to understand their unique financial needs and develop personalized strategies to help them achieve their goals.
Facts and Insights
As a top financial advisory firm, JOHNSON LYMAN WEALTH ADVISORS has a wealth of knowledge and experience to offer their clients. Here are some key insights to know about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
| Number of Advisors | 12 |
| Years in Business | 20 |
Financial Services Offered
JOHNSON LYMAN WEALTH ADVISORS offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types
JOHNSON LYMAN WEALTH ADVISORS serves a diverse group of clients, including:
- High Net Worth Individuals
- Business Owners
- Retirees
- Professionals
- Young Families
Fees & Compensation
JOHNSON LYMAN WEALTH ADVISORS is committed to transparency when it comes to fees and compensation. They charge a percentage of assets under management as their fee, and they do not receive any commissions for recommending specific investments. This fee structure aligns their interests with their clients and ensures that they always act in their clients’ best interest.
Background
JOHNSON LYMAN WEALTH ADVISORS was founded in 2000 by John Johnson and Sarah Lyman, both experienced financial advisors with a passion for helping individuals and families create a secure financial future. Since then, the firm has grown to include a team of highly qualified advisors who are dedicated to providing exceptional financial guidance to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, JOHNSON LYMAN WEALTH ADVISORS is held to a fiduciary standard, which means they are legally obligated to always act in the best interest of their clients. They have no conflicts of interest and are transparent about their fees and services. Additionally, the firm has a clean disciplinary record and has not faced any regulatory or legal actions in their years of operation.