Johnson Bixby - Investment Advisers

About Johnson Bixby

Johnson Bixby & Associates, LLC is an investment adviser headquartered in Vancouver, Washington, and is one of the investment advisers in Washington. The firm reports $933.73 million in regulatory assets under management and has 15 employees. It is owned by a single owner, Heidi Johnson Bixby, rather than by a larger financial institution. The firm offers financial planning and investment management for clients at many life stages, with stated areas of focus including retirement transitions, tax strategies, and estate and legacy planning. Its advisory fees are set according to a client's level of assets and the complexity of their situation. The firm states that it acts as a fiduciary and must act in clients' best interests when providing advisory services. Staff hold credentials including the Certified Financial Planner (CFP), Financial Paraplanner Qualified Professional (FPQP), and Accredited Financial Counselor (AFC) designations. CFP professionals must complete ongoing continuing education to maintain certification. The firm is also listed in the directory of US investment advisers. --- Note: Only two link slots were provided, so the text includes two links rather than the three to five requested. If you add more slots, I can add links to the text.

Key Facts

Assets Under Management

$933.73M

Employees

15

SEC File Number

801-119645