Money matters. It’s essential. It’s personal. It’s emotional and sometimes even confusing. The way each of us chooses to manage money impacts all aspects of our lives, from lattes and groceries to education and estate planning - everyday decisions to long-term outcomes.

Johnson Bixby & Associates is here to help you develop financial strategies that suit your lifestyle and your goals and to help you manage those strategies as time—and life—goes by.

Since 1983, we’ve taken pride in fostering strong, lasting partnerships that allow us to use our education and expertise to help you manage your resources. We'll be your ally, standing by you with personalized recommendations that make your goals possible.

Our wide range of services include:

Comprehensive Planning
Helping you identify your goals and then reach them by making the most of available tax strategies, savings plans, investment allocation, retirement plan options, risk management, and legacy and estate planning.

Planning for Major Goals
Evaluating important life decisions, such as planning for retirement, designing retirement cash flow, changing careers, buying or remodeling a home, buying a car, starting a family, planning for college, etc.

Transition Planning
Strategizing for major life changes, be it a new job, change in marital status, having children, death of a loved one, relocating or helping aging parents.


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Disclosure
Investment regulations including SEC and FINRA registration requirements limit the dissemination of information on investments and services. Therefore, access to this site is intended for and limited to individuals residing in states in which registered representatives of Johnson Bixby are FINRA and/or SEC Registered or exempt. Some employees of Johnson Bixby are Registered Representative and Investment Advisor Representatives of KMS Financial Services, Inc., a FINRA member firm securities licensed in all 50 states. Johnson Bixby, through its representatives of KMS Financial Services, Inc. is registered for securities business with residents of: AZ, CA, CO, ID, IL, NE, NJ, NY, NC, OR, TX, VA, and WA. Likewise, fee-based advisory services are available to the residents of: AZ, CA, OR, and WA.
By proceeding further you acknowledge that you have read the disclosures above and that you are a resident in a state in which we are registered to conduct business.
FINRA (Financial Industry Regulatory Authority) www.finra.org SIPC (Securities Investor Protection Corporation) www.sipc.org SEC (Securities and Exchange Commission) www.sec.gov