Johnson Investment Counsel
Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. For over four decades, we have grown to become the largest independent wealth management firm in the state of Ohio.
Our dedication to service stems from our passion to provide sophisticated solutions to our clients located in 45 states. As an employee-owned firm, whose values influence everything we do, we partner with our clients to develop long-lasting relationships.
Services and/or Products:
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 sponsor of the Goering Center since it came into existence. We have also had a presence on the Board of Advisors the last several years.
Special Offer(s) for Goering Center Core Members:
For all “prospects” 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.