Marcus F. Johnson, CFP®

Changing the trajectory of our clients' financial lives.

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Johnson Financial Advisors Marcus F. Johnson, CFP®
Tempe, AZ

Serving Clients Nationwide

Changing the trajectory of our clients' financial lives.

74 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

Areas of Focus

  • Financial Life Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Taxes

About Marcus F. Johnson, CFP®

Marcus Johnson is President and CEO of Johnson Financial Advisors, where he specializes in portfolio management and comprehensive wealth planning for families and business owners. A CERTIFIED FINANCIAL PLANNER™ professional, he also holds FINRA Series 7 and 66 licenses as well as life and disability insurance credentials. He earned his bachelor’s degree in Finance from the BYU Marriott School of Business, where he later served as an employee, and completed Boston University’s Financial Planning Certificate Program. He is currently pursuing the Certified Private Wealth Advisor® (CPWA®) designation through the Yale School of Management Executive Education program.

Marcus began his career with experiences that broadened his perspective on people, planning, and leadership—including an internship with Beneficial Life Financial Group, working for U.S. Representative Jeff Flake in Washington, DC, and teaching Spanish. He went on to serve as President of the Financial Planning Association of Greater Phoenix, leading its 500-member advisor network, and has been a featured panelist for the Arizona Republic as well as on local TV and radio.

Deeply engaged in community and faith, Marcus has led in a wide range of settings—from serving as Stake President over congregations of The Church of Jesus Christ of Latter-day Saints in Tempe, to organizing interfaith initiatives as Chairman and Producer of the Golden Rule Awards Celebration, Arizona’s largest annual interfaith event. He also serves on the Tempe Police Chief Advisory Council, has been President of the Rotary Club of Tempe South, and served on the Boy Scouts of America executive board.

Marcus and his wife, Alexandria, are active supporters of education and philanthropy, serving together on the National Advisory Council for the BYU Marriott School of Business and on the ASU President’s Club. They are raising six energetic boys, and Marcus enjoys photography, cooking, and the occasional break on his mowing tractor.
Marcus is a CERTIFIED FINANCIAL PLANNER™ and has FINRA licenses (Series 7, Series 66) as well as life, disability, and variable annuity licenses. He earned a certificate in financial planning from Boston University and graduated in Finance from the Marriott School of Business at Brigham Young University.

Marcus served as President of the Financial Planning Association of Greater Phoenix (a professional association of 400 financial advisors) and has been a financial advisor panelist for the Arizona Republic and local television and radio stations. His previous experience includes working at Beneficial Life Financial Group as well for the U.S. House of Representatives in Washington, DC.

Marcus has been active in the community having served on the Boy Scouts of America executive board, as President of the Rotary-Tempe South Club, and in various leadership capacities in his church. He also enjoys speaking to community groups about financial literacy. He is fluent in Spanish and enjoyed serving a two-year service mission in Mexico. Marcus and his wife, Alexandria, are proud members of the ASU President's Club and parents of six energetic boys.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®

Affiliations

  • Financial Planning Association

Primary Location

1095 W Rio Salado Pkwy, Suite 201, Tempe, AZ 85281

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Based
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to get in touch. Feel free to call our office at 602-351-5989 to speak with an advisor, or fill out the form and we'll reach out to you. We look forward to getting to know you – your situation, goals and needs – then discuss how we can help you pursue your financial goals.

Offers Investment Management

Yes

About Johnson Financial Advisors

At Johnson Financial Advisors (JFA), we'll help you feel confident about your financial life. Whether just getting started, preparing for retirement, or well into the golden years, it all begins with a conversation.

We seek clients that want to build a long-term relationship and are committed to a team approach in working toward their financial goals.

What You Can Expect

✔️ Highly Personalized Service

Ours is a business of human interaction. We are passionate about deeply getting to know our clients and their priorities. This is the heart of our service.

✔️ Fiduciary Standard

As fiduciary advisors, we act in your best interest and hold ourselves accountable to clients. We strive to be transparent and live up to the trust placed in us.

✔️ Independent

Independent advisors are not tied to any particular funds or investment products, giving us the freedom to tailor our advice and solutions based on what’s best for you.

How We Help You

We aim to be your first call, and your primary resource for answers on all aspects of your financial world.

We take pride in offering personalized service and expertise to help our clients achieve their financial goals. Working with a financial advisor can provide a range of benefits, including objective advice, customized solutions, and personalized service. If you're looking for a financial advisor who can provide trusted guidance and support, we encourage you to contact JFA today.

Education

Brigham Young University, Marriott School of Business, Bachelor of Science, Business Management; Finance emphasis

Hobbies and Interests

  • Family

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Young Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 2, 2026
										Marcus takes his time educating us on our investments and makes sure we understand everything regarding our pensions and investments.  We have total confidence in his expertise and helping make sure we are financially secure.									
Relationship to Financial Advisor: Client as of Mar 2, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jennifer Moore
Jennifer Moore

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 5, 2026
										I had some questions about some future financial situations coming and was bouncing a lot of dialogue off of friends and family.  I finally felt it would be good to touch base with a financial advisor and just inquire.  Marcus took about a half an hour or so to speak with me and give me some basic thoughts and ideas about what I could do and he did for free.  Just took the time to hear me out and discuss some things.  It helped and added something’s for me to consider.  Just wanna give a big shout out for Marcus and the team for giving that much time to discuss my situation.  Very knowledgeable and very friendly.  When the time comes I would feel safe and confident here!									
Relationship to Financial Advisor: Client as of Feb 5, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brent McKinney
Brent McKinney

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 4, 2026
										   									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Elias Gomez
Elias Gomez

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 29, 2026
										Marcus keeps us informed and explains honestly what we can expect and look forward to so we know where we stand which is comforting and helpful in our planning. His team of Derick and Amy are great too and respond quickly
Thanks for all the information and help									
Relationship to Financial Advisor: Client as of Jan 29, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Scott Pearson
Scott Pearson

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 29, 2026
										Marcus and his team are great!  They have been patient with us and explained everything at our level! They helped us get to retirement!   Thank you Johnson Financial!   Couldn’t have done it without your guidance!!!  Special shout out to Derrick and Amy!  You ALL Rock!!									
Relationship to Financial Advisor: Client as of Jan 29, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mallorey Pearson
Mallorey Pearson

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 28, 2026
										Marcus is great to work with. Completely trustworthy. Does not push an agenda and works with you to achieve your financial goals. I would recommend him and his team to all my family and friends.									
Relationship to Financial Advisor: Client as of Jan 28, 2026
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Michael Jones
Michael Jones

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 28, 2025
										I had a few financial questions and Mr. Johnson took time to answer them.  His responses polite and straightforward no nonsense.  Thank you for the advice.									
Relationship to Financial Advisor: Client as of Dec 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Boogie 121
Boogie 121

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 27, 2025
										Marcus and the team at Johnson Financial are awesome.   Always return calls, answer questions, detailed explanations.									
Relationship to Financial Advisor: Client as of Oct 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kevin Barker
Kevin Barker

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 27, 2025
										Johnson Financial does a great job managing our money and helps us feel comfortable now and into the future									
Relationship to Financial Advisor: Client as of Oct 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lisa Barker
Lisa Barker

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 24, 2025
										We feel extremely fortunate to have found Johnson Financial Advisors. Marcus (and Amy!) are knowledgeable, detailed and compassionate. Always available to address questions and concerns. After all, it’s your money. Go with the best!									
Relationship to Financial Advisor: Client as of Oct 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Becky Herry
Becky Herry

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 24, 2025
										Marcus is always professional and sheds a positive light on a stressful topic at times. I look forward to meeting with him and hearing his advice.									
Relationship to Financial Advisor: Client as of Oct 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Krista Carr
Krista Carr

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 23, 2025
										I know what you’re thinking…..am I really going to trust a 5 Star review from a guy named Bubba?
Well, you can this time!!

I started working with Marcus and Johnson Financial several years ago after parting ways with my previous Advisor.
I was looking for a Financial Advisor who shared my beliefs and principles in investing. After careful consideration I found Marcus and his team at Johnson Financial to be the right fit for my needs and goals.

Marcus and his team take the time to listen to my financial wants, needs, and even fears about investing. They actually listen and then provide the investing guidance that is right for me and my future!
I absolutely enjoy working with them.									
Relationship to Financial Advisor: Client as of Oct 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bubba Jay
Bubba Jay

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 7, 2025
										Marcus is very personable with us, but it his knowledge of the ins and outs of the financial world that protects our assets.   We are a second generation investor with Marcus.									
Relationship to Financial Advisor: Client as of Oct 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for lance leitner
lance leitner

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 6, 2025
										Marcus is awesome!  He took the time to go through every detail of our retirement account and provided us with multiple options that best suited our needs.  We’ve had multiple financial advisors in the past and he was the most thorough.  Very impressed!									
Relationship to Financial Advisor: Client as of Oct 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dan Pierce
Dan Pierce

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 6, 2025
										Still getting great personalized service!

Johnson Financial Group was retained by my parents while they lived in Arizona. Marcus demonstrated exceptional professionalism in managing their financial accounts, and his empathy and dedication were evident during a difficult time.
My parents encouraged me to continue working with Marcus and his team. Although I live in Illinois, Marcus regularly engages with my husband and me virtually ensuring alignment with our financial objectives. He continues to deliver outstanding guidance and support.
I highly recommend Marcus and his team at Johnson Financial Group for their expertise and commitment to their clients' success.									
Relationship to Financial Advisor: Client as of Oct 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tina Leitner
Tina Leitner

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 25, 2025
										Have been with Johnson Financial Advosors for almost a decade. They are super to work with and have helped ease us into a very comfortable retirement. Marcus is our advisor and he is always takes a call to answer even dumb questions.									
Relationship to Financial Advisor: Client as of Sep 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Steve Faller
Steve Faller

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 25, 2025
										Have been with Johnson Financial Advosors for almost a decade. They are super to work with and have helped ease us into a very comfortable retirement. Marcus is our advisor and he is always takes a call to answer even dumb questions.									
Relationship to Financial Advisor: Client as of Sep 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Steve Faller
Steve Faller

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 17, 2025
										Amazing Service - Personalized and Attentive - I am grateful to have found Johnson Financial !									
Relationship to Financial Advisor: Client as of Aug 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jack Ullstrup
Jack Ullstrup

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 17, 2025
										Amazing Service - Personalized and Attentive - I am grateful to have found Johnson Financial !									
Relationship to Financial Advisor: Client as of Aug 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jack Ullstrup
Jack Ullstrup

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 15, 2025
										My wife and I have worked with other financial advisors before, but Johnson Financial Advisors is in a league of their own. Marcus and his team deliver outstanding portfolio performance with unmatched personal attention. Everyone is professional, responsive, and a true pleasure to work with. Highly recommend!									
Relationship to Financial Advisor: Client as of Aug 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for A Karson
A Karson

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 15, 2025
										   									
Relationship to Financial Advisor: Client as of Aug 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lynn Slawson
Lynn Slawson

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 15, 2025
										Johnson Financial Advisors offer balanced services and guidance rooted in protecting and growing our finances.  Marcus Johnson and his staff manage our financial resources exceptionally well.  We are grateful for the peace of mind we have as a result of their efforts.									
Relationship to Financial Advisor: Client as of Aug 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lonnie Slawson
Lonnie Slawson

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 15, 2025
										Marcus at Johnson Financial Advisors has been managing our savings pre-retirement and is now continuing to take care of us post-retirement.  Marcus is very detail oriented and takes the time to listen and understand our situation to ensure our investments are consistently aligned with our goals and risk tolerance.  The staff is super helpful, on point and professional.  Looking back on the day we put our trust and confidence in Johnson Financial Advisors, well, it was a great decision!									
Relationship to Financial Advisor: Client as of Aug 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for James Prevallet
James Prevallet

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 15, 2025
										Marcus at Johnson Financial Advisors has been managing our savings pre-retirement and is now continuing to take care of us post-retirement.  Marcus is very detail oriented and takes the time to listen and understand our situation to ensure our investments are consistently aligned with our goals and risk tolerance.  The staff is super helpful, on point and professional.  Looking back on the day we put our trust and confidence in Johnson Financial Advisors, well, it was a great decision!									
Relationship to Financial Advisor: Client as of Aug 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for James Prevallet
James Prevallet

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 15, 2025
										Johnson Financial Advisors offer balanced services and guidance rooted in protecting and growing our finances.  Marcus Johnson and his staff manage our financial resources exceptionally well.  We are grateful for the peace of mind we have as a result of their efforts.									
Relationship to Financial Advisor: Client as of Aug 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lonnie Slawson
Lonnie Slawson

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 15, 2025
										   									
Relationship to Financial Advisor: Client as of Aug 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lynn Slawson
Lynn Slawson

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 15, 2025
										My wife and I have worked with other financial advisors before, but Johnson Financial Advisors is in a league of their own. Marcus and his team deliver outstanding portfolio performance with unmatched personal attention. Everyone is professional, responsive, and a true pleasure to work with. Highly recommend!									
Relationship to Financial Advisor: Client as of Aug 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for A Karson
A Karson

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 9, 2025
										   									
Relationship to Financial Advisor: Client as of Aug 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Linda P
Linda P

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 9, 2025
										Marcus is very knowledgeable and personable.  Everyone is helpful and friendly.									
Relationship to Financial Advisor: Client as of Aug 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rick Kesig
Rick Kesig

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 9, 2025
										Marcus is very knowledgeable and personable.  Everyone is helpful and friendly.									
Relationship to Financial Advisor: Client as of Aug 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rick Kesig
Rick Kesig

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 8, 2025
										We are new to Johnson Financial. Just over a year now. But you will not meet more professional and friendly team. They are so easy to get a hold of when you need something or have a random question. We tried managing our money on our own but after moving to Johnson Financial I realized how much we were missing. Your money isn't just your investments, its everything that makes up your lifestyle. And Marcus and his team really help you live the life you want now while planning for your future. If youre thinking about moving to Johnson Financial, or just realized its time to have "adult money", schedule and meeting and I promise you will be impressed									
Relationship to Financial Advisor: Client as of Aug 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dantley Miller
Dantley Miller

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 7, 2025
										Very good review of current status  with helpful insights and future financial planning. Our information was well prepared and thoroughly presented.  Marcus’s presentation was easy to understand and our questions and concerns were addressed with reasonable and comprehensible  explanations.									
Relationship to Financial Advisor: Client as of Aug 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Glenn Wisbeck
Glenn Wisbeck

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 6, 2025
										Simply the best! Highly, highly recommend. Marcus is an amazing advisor.  We feel more than confident in his ability to manage our investments.									
Relationship to Financial Advisor: Client as of Aug 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sarah Slade
Sarah Slade

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 6, 2025
										So you've worked hard. You've put some money away and you're hoping that you can take your hard-earned nest egg and have It grow with you over a lifetime. So when arriving at the the Golden years, you have sustenance for you and your family and to bless those around you. But to whom do you entrust such reapings of your labors. Just like the song from Cyndi Lauper in the '80s"" money changes everything"". Everyone wishes they had more of it, then when the time comes at whatever age one decides to have the wealth work for them, the question becomes who to trust. As in all businesses, the end goal is to make money. In financial investing The business model is to make money with other people's money. We've all seen where the athlete or the celebrity entrusts their wealth to someone who is professing to be trustworthy, but to the contrary is not. The siphoning the investor of his Twilight security. So the issue of trust is Paramount. You need someone that has your needs in mind first while making their money with your money. Quite  the trepidatious environment. Marcus and his firm are trustworthy. Beyond trustworthy. Trust him like your favorite mechanic. Listen to him explain the environment, lay out the truth of the scenario, ponder and choose a strategy then pay him what he wants and go live life to the fullest. Because your nest egg is in a safe environment, regardless of the economic landscape.									
Relationship to Financial Advisor: Client as of Aug 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Steven Palmer
Steven Palmer

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 29, 2025
										We have had a great experience working with Marcus Johnson over the past couple years.  He is knowledgeable and takes the time to explain financial strategies in a way that’s easy to understand. I feel more confident about our long-term financial goals and appreciate his consistent follow-up and tailored advice. Highly recommend for anyone looking to build or protect their wealth.									
Relationship to Financial Advisor: Client as of Jul 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jason Connor Jay
Jason Connor Jay

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 13, 2025
										Marcus was very insightful and to the point. Thank you Marcus.									
Relationship to Financial Advisor: Client as of Jul 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Drew Perez
Drew Perez

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 11, 2025
										Marcus was very helpful, patient and kind in guiding us in the next steps we need to take in the future to make sure we have our retirement plans are figured out in the best way possible. Thank you.									
Relationship to Financial Advisor: Client as of Jul 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Carrie McBride
Carrie McBride

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 9, 2025
										   									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jessica Schaeffer
Jessica Schaeffer

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 9, 2025
										Johnson Financial Advisors was quick to make an appointment with me and answered my questions thoroughly.									
Relationship to Financial Advisor: Client as of Jun 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Megan
Megan

5 Stars

✅ Wealthtender Certified Advisor Review™
May 8, 2025
										I have been a client of Johnson Financial for several years. Marcus and his staff take excellent care of me and have helped me make complex financial decisions. Their investment recommendations have been fortuitous. I highly recommend Johnson Financial Advisors!									
Relationship to Financial Advisor: Client as of May 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kate Lucas
Kate Lucas

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 7, 2025
										I'm very new to all this and everyone was so nice and accommodating. Marcus listen to me and advised me on my next steps to take he was patient and caring I really appreciate that I can't wait to work with him to build a better future thank you again for your time									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Joan Wolff
Joan Wolff

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 13, 2025
										I have known Marcus Johnson almost eleven years now. He is easy to talk to and makes sure what I want will be followed. Over the years, he has been a positive influence for me and many others.									
Relationship to Financial Advisor: Client as of Mar 13, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Stan Dunn
Stan Dunn

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 5, 2025
										I recommend Marcus for all your financial questions.									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Michele Berg
Michele Berg

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 6, 2025
										Marcus was friendly and well-informed, providing me with valuable advice. I would highly recommend him.									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Atyaf F. CH
Atyaf F. CH

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 12, 2025
										Marcus was thoughtful, friendly, knowledgeable, and gave me amazing advice. He answered all my questions and  made me feel ar ease. I would recommend him anytime or anyone.									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Shawn McElroy
Shawn McElroy

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 2, 2025
										Marcus was great, took the time to really listen to my situation, gave his feedback and advised me on my financial future. Very knowledgeable.									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Steven Ornelas
Steven Ornelas

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 27, 2024
										Marcus has been watching over me and my finances for almost 12 years.  He's a good friend, l trust him, and I know that l can call him whenever l need advice.									
Relationship to Financial Advisor: Client as of Nov 27, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Betty Moriarty
Betty Moriarty

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 27, 2024
										Johnson Financial has been watching over our money faithfully for over a decade now and giving wonderful advice, which we don't always follow as well as we should.  While they do give us advice in the end they know it is our money and will go with our decision even if they disagree with it.  They are there to serve the client.									
Relationship to Financial Advisor: Client as of Nov 27, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Cameron Moriarty
Cameron Moriarty

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 25, 2024
										In 2021 I attened a Christian Young Single Adult conference where Marcus Johnson generously shared everything he felt would be helpful to us at that stage of our lives. The presentation was informative, motivating, and quite frankly very uplifting! He was warm & friendly. Marcus shared his contact info with us following the conference. Since then I have reached out to him periodically for financial advice. My intuition tells me his advice is sound. It has been a blessing in my life to have him as a financial mentor. I have & continue to recommend his services to my family and friends.									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Leah Golden
Leah Golden

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 7, 2024
										Marcus of Johnson Financial Advisors, is great. His review of our annual income and our investments provides us sound and safe advice and guidance so our retirement will last our lifetime.  I trust him and his dad , Phil, to invest our savings which ensures future financial stability. And most importantly he is ALWAYS available for us!									
Relationship to Financial Advisor: Client as of Nov 7, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jim Cobb
Jim Cobb

5 Stars

✅ Wealthtender Certified Advisor Review™
Nov 6, 2024
										Johnson Financial has provided us with timely communication and I have found them to be very responsive to our needs. I recommend them to anyone.									
Relationship to Financial Advisor: Client as of Nov 6, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Timothy Rawlins
Timothy Rawlins

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 31, 2024
										Johnson Financial Group was retained by my parents while they lived in Arizona. Marcus demonstrated exceptional professionalism in managing their financial accounts, and his empathy and dedication were evident during a difficult time.
My parents encouraged me to continue working with Marcus and his team. Although I live in Illinois, Marcus regularly engages with my husband and me virtually ensuring alignment with our financial objectives. He continues to deliver outstanding guidance and support.
I highly recommend Marcus and his team at Johnson Financial Group for their expertise and commitment to their clients' success.									
Relationship to Financial Advisor: Client as of Oct 31, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tina Leitner
Tina Leitner

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 27, 2024
										Several years ago I started working with Marcus and his team at Johnson Financial.  I specifically needed to switch advisors and wanted a professional who was proactive in his communications with me; was quickly responsive to my inquiries; was eager to work with my other advisors; and provided a variety of perspectives and strategies as I transitioned from a steady income job to building a business.  Marcus is all of this and more.  Our annual meeting with him is reminiscent of a high-level strategic planning session and inspires even higher levels of confidence in his expertise in a very important area of our lives.  It absolutely was the correct decision to switch advisors and I will happily remain one of Marcus' clients.  With pleasure!									
Relationship to Financial Advisor: Client as of Oct 27, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Gina Ore
Gina Ore

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 24, 2024
										Marcus and the staff at Johnson Financial took time to learn my Investment needs and desires.  Very Friendly and professional.									
Relationship to Financial Advisor: Client as of Oct 24, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tim Smith
Tim Smith

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 23, 2024
										Working with Marcus is as good as it gets. He takes the time necessary to learn a client's situation as well as the client's  goals. He is great about making suggestions and even recommendations when appropriate. Regardless of market trends, working with him makes me confident that I am in the best situation for my needs and desires. Great experience!									
Relationship to Financial Advisor: Client as of Oct 23, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John Ore
John Ore

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 23, 2024
										   									
Relationship to Financial Advisor: Client as of Oct 23, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Michael
Michael

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 16, 2024
										Incredible customer service!!!									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Simon Soto
Simon Soto

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 15, 2024
										   									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kathy Soto
Kathy Soto

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 9, 2024
										I have been incredibly impressed with the level of service provided by Marcus and his team. They have consistently demonstrated professionalism, expertise, and a genuine commitment to managing my finances with care and precision.  I feel confident knowing my money is in such capable hands. His team goes above and beyond to ensure I’m informed and comfortable with every decision.									
Relationship to Financial Advisor: Client as of Oct 9, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tyler Brown
Tyler Brown

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 1, 2024
										Marcus Johnson and the team at Johnson Financial Advisors took the time to get to know my goals and circumstances and have provided sound guidance and care. With Marcus, I've felt that my funds were in the best place for me.									
Relationship to Financial Advisor: Client as of Oct 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Connie Dominguez
Connie Dominguez

5 Stars

✅ Wealthtender Certified Advisor Review™
May 19, 2024
										Marcus was a a Huge help this team at Johnson financial advisors go above and beyond for there customers higley recommended!!									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nickolas
Nickolas

5 Stars

✅ Wealthtender Certified Advisor Review™
May 14, 2024
										Called to get some information. The first person was very pleasant and transfered me to the financial advisor Marcus. Marcus was very helpful and professional in answering some financial questions that I had. I will absolutley keep him in mind for any of our future financial needs!									
Relationship to Financial Advisor: Client as of May 14, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sarah Klein
Sarah Klein

5 Stars

✅ Wealthtender Certified Advisor Review™
May 14, 2024
										   									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Melinda Vose
Melinda Vose

5 Stars

✅ Wealthtender Certified Advisor Review™
May 7, 2024
										I needed some information that required a professional opinion. I called for an appointment to discuss the situation, but was told that Mr Johnson would prefer to have a phone interview first. He quickly returned my call. He asked very pertinent questions, listen to my concerns, and then offered some suggestions which he knew I really didn't want to hear. I so appreciated his honest answers. His concern for my situation was apparent. Rather than give me the answer I wanted to hear, he acted with integrity and told me what I needed to hear. I really appreciated his time and honesty.									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lee Chavez
Lee Chavez

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 18, 2024
										Marcus was super helpful as I had some questions about saving and best steps forward with money management. Not only was he very kind and friendly he was also very informative and had great insight to my needs and future prospects. I also only talked for about 15-20 minutes and already feel so much better. I highly recommend talking to Marcus and I'm sure with how positive he is, his colleagues surely follow suit!									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Aleksandra Bonenko
Aleksandra Bonenko

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 15, 2024
										Hello!
Today I made my very first call to Johnson Financial Advisors seeking guidance from a professional. Spoke with the lovely Ms.Amy who listened closely to my inquiry and connected me with Mr.Marcus Johnson. He was tremendously helpful and a great active listener. Mr. Johnson provided me with the tools that my fiancée and I can use in order to be financially successful in our newly wed financial journey. I could have not felt more comfortable with sharing our goals and concerns with the financial advisor and will be referring Johnson Financial Advisors to our family and close friends. Thank you again Mr.Johnson !									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Selva Subia
Selva Subia

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 22, 2024
										I have known this terrific group since 2010.  It has been an honor for me to associate with Marcus in a variety of settings.  In each of these he maintains the highest standard of integrity and trust.  It is refreshing for me to work with these professionals who are as passionate about their trade as I am about mine.									
Relationship to Financial Advisor: Client as of Mar 22, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dr. Scott Phelps
Dr. Scott Phelps

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 11, 2024
										Greatest experience of my life the most help I’ve gotten for the past 17 years									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Logan Moore
Logan Moore

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 11, 2024
										   									
Relationship to Financial Advisor: Client as of Mar 11, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Phil Johnson
Phil Johnson

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 13, 2023
										   									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Genesis Ramos
Genesis Ramos

5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 12, 2023
										Mr. Johnson was very straight forward with me and he was very honest which made me feel comfortable about my financial decisions. Highly recommend working with him!									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Daniel Olguin
Daniel Olguin

5 Stars

✅ Wealthtender Certified Advisor Review™
May 11, 2023
										It really was a pleasure speaking with Marcus. His advice and professionalism is awesome. I look forward to working with Jonson financial advisors.									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Miles Campbell
Miles Campbell

5 Stars

✅ Wealthtender Certified Advisor Review™
May 3, 2023
										Marcus was able to quickly ascertain our situation and succinctly explain to us our options, moving forward. This have given us much peace of mind and a viable plan of action. Thank you, Marcus!									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Marshall Richardson
Marshall Richardson

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 24, 2023
										Got back to me quickly after reaching out, and was very honest and helpful and productive in our conversations									
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for kevin clifford
kevin clifford