It’s Your Future: Build a Financial Picture That Fits Your Goals
The financial advisors at the J.O. Johnson Group, Inc. are focused on developing lifelong client and advisor relationships. We will help you create a financial game plan to obtain your goals and objectives.
A financial advisor who's a fiduciary has an ethical duty to make recommendations that are best for you, rather than their own financial benefit.
Transparency, no hidden charges, and no conflicts of interest to sell a certain product line or company offering.
Independent Registered Investment Advisor
Registered in Maryland and Pennsylvania, The J.O. Johnson Group Inc. has the ability and willingness to work with clients in any state, and we do.
Fee-Only, Experienced Advisors Committed to Your Goals.
Unlike many of our competitors, The J.O. Johnson Group, Inc. is an independent fee-only financial planning firm. As fiduciary financial advisors we are legally and ethically bound to put the needs of our clients above our own.
What We Do
We build custom portfolios based on each client's unique goals and needs. Schwab Advisor Services, which includes the custody, trading and support services of Charles Schwab & Co., Inc. (“Schwab”), is the leading provider of those services to independent investment advisors.
The J.O. Johnson Group utilizes Envestnet MoneyGuide Pro Financial Planning software. Widely considered to be the strongest financial planning program available. At The J.O. Johnson Group Inc. we understand that planning is about people and software can never replace relationships. Our goal is to develop lifelong partnerships with clients. We love meeting with our clients and will spend as much time as needed to fully understand your goals and what's important to you.
A time for congratulations and profound change. Retirement means something different to everyone, but we are here to guide you through what it means to you. Visit the Charles Schwab Retirement Solutions Hub.
All parents want their children to thrive and achieve their full potential. College planning can be incorporated into an overall financial plan as an important goal. Please reach out to discuss your situation and how we can help.
Meet Your Financial Advisors
Joseph Johnson is a Financial Advisor and President of The J.O. Johnson Group Inc. With more than 25 years of experience in financial services, Joe graduated with a degree in Philosophy in 1996, passed his first FINRA licensing exam in 1997 and has worked in financial services ever since. Joe has worked as a financial advisor and branch manager for TD Ameritrade, Scottrade, Valic and PNC Bank. He has had varied roles in the industry giving him unique insights and experience. Joe possesses the unique combination of having the sincerity of wanting to deeply understand his client’s and their goals personally, while having the experience and skill to help make their goals a reality.
In his free time Joe enjoys the outdoors, running, hiking and backpacking. Most of all Joe enjoys spending time with his two sons and is an assistant scoutmaster for his sons’ Boy Scout troop.
Meet Dexter, a seasoned portfolio manager with over 8 years of experience in the investment industry. After earning a degree in Finance from Towson University he began his career at Merrill Lynch, gaining invaluable experience in managing portfolios of high-net-worth clients. Later, he joined Charles Schwab, where he honed his skills in financial planning and investment management over a period of 4+ years.
With a deep understanding of financial markets, Dexter is a trusted advisor to clients seeking to grow their wealth. Drawing on his extensive experience and knowledge, he is adept at designing customized investment strategies that align with a clients’ unique financial goals and risk tolerance.
As a portfolio manager, Dexter is committed to building long-term relationships with clients, serving as a reliable partner who is always available to provide guidance and advice. Whether you are a seasoned investor or just starting to build your portfolio, he has the expertise and insight to help you achieve your financial objectives.
When Dexter isn’t working on developing innovative investment strategies, he enjoys traveling, reading, and spending time with family and friends.