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Trusted Wealth Management
Independence
o JFG is an independent SEC Registered Investment Advisor. We are not part of a brokerage with in-house products to sell. We provide clients with objective guidance best suited to their needs. Our clients are not limited in the investments available to them.
Fiduciary
o We are required to place your interests first, the same legal standard of care as your physician or attorney. Brokers are not.
Fee-only
o Compensation structure eliminates conflicts of interest. We sit on the same side of the table as our clients. We don’t sell any products, our only incentive is to grow your portfolio.
Boutique
o You deal directly with principals of the firm, not support staff. We serve far fewer clients than many firms for a more personal touch.
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©2010 Johnson Financial Group, LLC. All rights reserved.
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