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

Financial Planning, Investments, Solutions

How We Help You

JFA will help you feel confident about your financial life.

Connect with an Advisor

Call us at 602-242-4000 to speak with an advisor. You can also provide your information below and Phil or Marcus will contact you.

Please enter your name.
Please enter a valid email.
Please enter a valid phone number.

About JFA

Meet Phil v1

Philip O. Johnson, CFP


Phil has been involved in financial services since 1976. Over the years, he has been honored as one of the nation’s best financial advisors and has been featured in USA Today, the Washington Post, Worth, Money Magazine, the Arizona Republic and the Arizona Business Gazette.

Meet Marcus v1

Marcus F. Johnson, CFP

Advisor & Vice President of Investments

A 6th generation Arizonan, Marcus served as President of the Financial Planning Association of Greater Phoenix and has been a financial advisor panelist for the Arizona Republic and local TV and radio stations.

Independent - As an independent financial services firm, we are focused on your best interests and are not limited to one single product offering.

Fiduciary Standard  - As a Registered Investment Advisory (RIA) we act in the best interest of our clients.

Highly Personalized Service  - Our clients feel comfortable consulting with us on all financial matters.

Our Locations


Our Office

Tempe, Arizona 
Other Valley Wide Meeting Locations


Online or Phone

Skype or a Phone Call

Exterior of house

Your Home

We come to you at your home
or any convenient location



Financial Planning

Sound advice and answers


Investment Management

Fully Customized Portfolios


Risk Management

Prepare for the unforeseen

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

Our Menu of Services

Our Clients

hour glass

Average Client Tenure

20+ Years


Our clients are

Individuals & Families


Assets We Manage

$130 million

We have clients throughout the United States

Know Where You Stand

Regarding your financial goals

Enjoy Simplicity

From working with a trusted advisor

Focus On What Is Important

We help you identify and achieve workable goals

Working with a JFA advisor may help you

Avoid costly mistakes

when selecting investments, considering loans, or making any significant financial decisions.

Help you work towards goals

 such as college educations for children and grandchildren, support for charitable organizations, etc.

Create a specific
plan of action

to fund your retirement
and ensure you don't
outlive your money.

Assess your

such as insurance, reducing taxes, and making sure you have proper estate planning tools in place.

Become a client

STEP ONE: Give us a call

 Call 602-242-4000 to speak with an advisor to learn more about our services and to see if we're a good fit.

STEP TWO: Come in for a No-Obligation appointment

This is our opportunity to get to know you and your financial life. We will answer any questions you have and explain the services we offer and the costs associated.

STEP THREE: Become a Client

 Once you decide you would like to move forward, we will begin planning and preparing your investments immediately.

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

Connect with an Advisor

Call us at 602-242-4000 to speak with an advisor. You can also provide your information below and Phil or Marcus will contact you.

Please enter your name.
Please enter a valid email.
Please enter a valid phone number.

Common & Popular

Frequent Questions

stock chart

How's my portfolio?

Send us the most recent statement of your investments and we'll be happy to review your portfolio, assess its risk, and compare it with industry benchmarks. We will also offer recommendations for changes that should be considered. (This service is available for total investable assets of $250,000 or more.)

Call us at 602-242-4000 to have a free portfolio review.


Additional Services

     Open Brokerage Account

  Save for Education

    Life Insurance Quote

      Long-Term Care Quote

     Disability Insurance Quote

      Lower Annuity Costs

     Create or Update Estate Planning Documents

Recent Blog

Be Smart about Charitable Giving

By Marcus F. Johnson, CFPⓇ | December 11, 2018

Americans, as a group, are generous—especially during this wonderful holiday season. But they can also become cynical if they feel they have been duped.  A recent example is the New Jersey couple who raised hundreds of thousands of dollars for a homeless man on GoFundMe.  The feel-good story turned sour when New Jersey prosecutors announced…

Weekly Market Commentary – 11/12/2018

By Admin | November 13, 2018

For the Week of November 12, 2018 The Markets The three major indexes fell Friday as oil prices dropped 1.0 percent amid a rising global supply and the Federal Reserve appeared on track to raise interest rates next month. Reports from China indicating falling domestic demand and manufacturing activity increased downward pressure. For the week,…

Weekly Market Commentary – 11/5/2018

By Admin | November 5, 2018

For the Week of November 5, 2018 The Markets Following three mid-week stock market rallies, stocks fell Friday. Trade concerns weighed on stocks after a White House official suggested no deal with China was at hand. On a positive note, the Labor Department’s October jobs report was well above expectations. For the week, the Dow…

Weekly Market Commentary – 2018-10-29

By Admin | October 29, 2018

For the Week of October 29, 2018 The Markets U.S. stocks fell sharply Friday. Amid disappointing corporate results, continued concerns over trade tariffs and rising wages and borrowing costs, the S&P 500 and the Dow Jones turned red for the year. For the week, the Dow fell 2.97 percent to close at 24,688.31. The S&P…

What Legacy Will You Leave?

By Marcus F. Johnson, CFPⓇ | August 14, 2018

Nearly sixty years ago, John Taylor (my grandfather), trimmed some large branches off a friend’s mature willow tree.  He placed the cut ends of the branches into a barrel, kept it filled with water, and watched patiently as roots began to sprout over the next several months. John was fresh out of law school, married…

What to do when kids and grandkids ask you for money

By Marcus F. Johnson, CFPⓇ | May 9, 2018

“No” is a short and powerful word.  It’s easy to spell, easy to pronounce, and one of the first words a toddler learns to say.  But for parents and grandparents, “no” can be one of the most difficult words to utter—especially to adult children or grandchildren who want your help to solve their financial problems.…

Not a Time to Panic

By Marcus F. Johnson, CFPⓇ | February 6, 2018

It appears the stock market is experiencing a long-anticipated correction. In last month’s newsletter we noted, “…we can’t help but search the horizon for a cloud or two.  We know a correction would be healthy for the overall market.” What is a correction? Corrections are price declines of 10% or more that stop an upward…

JFA Market Update 2018-Q1

By Marcus F. Johnson, CFPⓇ | January 18, 2018

We are glad 2017 is in the history books.  It’s been a very intense year with Washington turmoil, nuclear threats, and massive natural disasters.  But the good news is that the stock market paid little attention to tweets, polls or weather forecasts.  It not only gave us a stellar performance in 2017, but the final…

Smart Things to Do With a Year-End Bonus

By Marcus F. Johnson, CFPⓇ | January 16, 2018

Last month, CNBC reported 63 percent of firms planned to give employees bonuses for 2017. If you work for one of those companies, it is wise to come up with a thoughtful plan for the extra cash. If you need more time to consider your options, deposit the money in a savings account. It will…

Weekly Market Commentary – 01/15/2018

By Marcus F. Johnson, CFPⓇ | January 16, 2018

The Markets The three major indexes posted record gains Friday. Following the Monday holiday, the three benchmarks enjoyed their strongest first four trading days of a year for more than a decade. For the week, the Dow rose 2.37 percent to close at 25,295.87. The S&P gained 2.63 percent to finish at 2,743.15, and the…