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Schedule a no-obligation appointment by calling (602) 242-4000

Wealth Management, Investments, Solutions.

JFA will 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. Schedule a free consultation now.

Who We Are

 JFA is a father & son team founded with the purpose of providing a client-advisor relationship that is responsive, attentive, and personal.

How We Help You

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

Become A Client

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

The difference that matters

Changing the trajectory of our clients' financial lives

Independent

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

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. 

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. 

Our Services

It all begins with a conversation. Call us at 602-242-4000.

Wealth Management

Holistic wealth services and legacy planning to meet the complex needs of affluent households

Financial Planning

Looking at the entire financial picture to best prepare for retirement and other short- and long-term financial goals

Investment Management

Invest in our fully customized portfolios for managing risk tailored to each client's situation

Services available: Financial Advising, Investment Advice, Retirement Planning, Insurance and Risk, Estate and Succession*, Education Planning, Philanthropic & Charitable Giving, Tax Planning* and more...

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Request an appointment

Fill out the information requested and click the blue button below to schedule an appointment.

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After you have requested your appointment

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We will call you to schedule your appointment

We will call you and schedule a convenient time to meet in person or by phone. We will also provide you a list of items that you can have for our free appointment (such as investment statements).

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Meet together to discuss your portfolio

In our appointment, we will perform our comprehensive analysis where we review the performance, risk, fees, and composition of your existing portfolio. We will then go over our research and give you a report with our findings and recommendations to take home.

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Fill out the information below to schedule an appointment. After receiving your request, we will call you and schedule a convenient time to meet in person, virtually over Zoom, or by phone.

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Team Members

Meet Our Advisors

Our Locations

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Our Office

Tempe, Arizona 
Other Valley Wide Meeting Locations

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Your Home

We come to you at your home
or any convenient location

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Fill out the information below to schedule an appointment. After receiving your request, we will call you and schedule a convenient time to meet in person, virtually over Zoom, or by phone.

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Common & Popular

Frequency Asked Questions

If you have questions you can contact us

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(602) 242-4000

We are always ready to help you and answer your questions

Office Address:

1095 W Rio Salado Pkwy #201
Tempe, AZ 85281

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Advisory Services offered through Johnson Financial Advisors (JFA). Securities offered through Securities America, Inc. (SAI), Member FINRA/SIPC. JFA and SAI are unaffiliated.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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