Selecting the right wealth management firm is an individual decision. No one firm can be right for everybody and we don’t expect to be a perfect fit for every prospective client.
Our intention is to be the best choice for individuals and families who embrace our values and approach. Our clients tell us that the following things set us apart from others in our field:
At Johnson Lyman Wealth Advisors, we believe these characteristics are the direct result of the talented, professional team that we have built, our skills and expertise, and our unwavering focus on our clients’ needs.
One of the key differences between our Wealth Management service and the services provided by most other firms is that we work closely with a set of financial professionals (carefully selected by us) to assist you in implementing all aspects of your created plan.
The professional partners we work with provide expertise in the areas of life insurance; disability income protection; long-term care insurance; property, casualty, and umbrella liability insurance; tax and accounting services; and estate planning services.
The level of service and expertise that you will receive from us is extraordinary. We are passionate about the quality of your experience. You will quickly find that we do what we say we will do. Our overriding goal is to offer a level of service that you can’t find elsewhere and that continually exceeds your expectations.
Our planning advice is delivered within the context of your entire financial reality (not just your investments). We do this because we believe strongly that investments and investment strategy are the result of good financial planning. Although we professionally manage over $120 million in investments, our focus is always on holistic and strategic financial planning. Our intention for our clients is to allow them to clearly see how today’s financial choices impact the achievement of their important life goals.
We act as a fiduciary when we provide advice, meaning that your best interests are our top priority. We feel strongly that this kind of relationship is crucial in working with our clients. We wouldn’t have it any other way. An important element in providing fiduciary advice is how we are paid. That is why we have chosen to be a “Fee-Only” advisory firm. For additional information about fiduciary advice and the concept of “Fee-Only” compensation, visit our What is Fee-Only? page.