Johnson Investment Counsel
Johnson Investment Counsel has steadily grown to become one of the nation's largest independent wealth management firms, currently serving clients in 49 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clients — meaning we have a legal obligation to put your interests above our own. Through Johnson Investment Counsel’s primary divisions — Johnson Wealth Management, Johnson Family Office Services, Johnson Trust Company, and Johnson Asset Management — we serve individuals, corporations, retirement plans, foundations, and endowments.
Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. Our dedication to service stems from our passion to provide sophisticated solutions to our clients, partnering with them to develop long-lasting relationships that span generations. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of external shareholders, you are working with people who have a vested interest in your success.
Products and/or services
Johnson Investment Counsel serves our clients in many ways — all aligned toward our mission of improving the quality of their lives. For over four decades, we have helped our diverse group of clients meet their unique goals.
As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clients — meaning we have a legal standard to put your interests above our own.
Our clients often cite the “peace of mind” they receive in knowing they have a customized, integrated wealth management plan that is based on solid values and sophisticated solutions. By taking time to truly get to know you and your family or organization, we develop a customized plan to meet your goals, taking into account your unique situation, values and concerns. Our plans leverage our expertise in the following areas:
- Investment Management
- Asset/Liability Management
- Educational Funding
- Retirement Cash Flow Planning
- Asset Protection Planning
- Income Tax Planning
- Charitable Gift Planning
- Estate/Trust Planning
Past/current involvement with the Goering Center
Johnson Investment Counsel has been a corporate partner of the Goering Center since it came into existence. We have also been involved with the program committee and have had a presence on the Board of Advisors for many years.
Special offer for Goering Center Core Members
For all members that come to Johnson Investment Counsel, we offer a free "no pressure, no commitment” review of your current plan including but not limited to: investments, estate planning, and cash flow analysis.
Primary contact: Daniel Barnett, CFA
Senior Portfolio Manager, Principal
3777 West Fork Road
Cincinnati, Ohio 45247
Year Firm Founded: 1965