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

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About JFA

Meet Phil v1

Philip O. Johnson, CFP

President


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

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Our Office

Tempe, Arizona 
Other Valley Wide Meeting Locations

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Online or Phone

Skype or a Phone Call

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Your Home

We come to you at your home
or any convenient location

Services

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Financial Planning

Sound advice and answers

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Investment Management

Fully Customized Portfolios

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Risk Management

Prepare for the unforeseen

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

Our Menu of Services

Our Clients

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Average Client Tenure

20+ Years

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Our clients are

Individuals & Families

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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
needs

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

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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

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…

Weekly Market Commentary – 01/08/2018

By Marcus F. Johnson, CFPⓇ | January 8, 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…

Weekly Market Commentary – 01/02/2018

By Marcus F. Johnson, CFPⓇ | January 2, 2018

The Markets Last week, Wall Street closed a year that brought a series of record highs. The three major indexes achieved their best yearly performance since 2013. But there was little celebration Friday with stocks ending lower, thanks to losses in financial and technology stocks. For the week, the Dow fell 0.14 to close at…

Remembering those who can’t be home for the holidays

By Marcus F. Johnson, CFPⓇ | December 26, 2017

You would think that snow-covered mountains, crisp cool air, and the smell of an open fire would signal that Christmas is close at hand.  But for Air Force Captain Doug Neil, home and family seem very distant in spite of the wintry terrain that now surrounds him in Kabul, Afghanistan. Unless you have a loved…

Weekly Market Commentary – 12/26/2017

By Marcus F. Johnson, CFPⓇ | December 26, 2017

The Markets The three major indexes slipped Friday in light holiday trading, but they all ended the week higher. The S&P has increased around 20 percent this year. For the week, the Dow rose 0.42 percent to close at 24,754.06. The S&P gained 0.30 percent to finish at 2,683.34, and the NASDAQ rose 0.34 percent…