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.

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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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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

$155 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.

Sign up for our Weekly Newsletter

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.

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

How CARES Act Affects Individuals

By Marcus F. Johnson, CFPⓇ | April 6, 2020

President Trump signed the Coronavirus Aid, Relief and Economic Security (CARES) Act into law March 27. In addition to hundreds of billions of dollars in funding to businesses, healthcare and state and local governments, the CARES Act includes these measures directly impacting individuals: Taxes and payments: Individual tax filers who had an adjusted gross income…

Quarterly Market Update 2020-Q1

By Marcus F. Johnson, CFPⓇ | April 2, 2020

It is said that March comes in like a lion and out like a lamb. This year was reversed and the “COVID-19 lion” still lingers. Who knew on March 1st that our world would be turned upside down in four short weeks? When March began, there had been only one U.S. death from the virus. During that first…

Positive Steps to Combat COVID-19

By Marcus F. Johnson, CFPⓇ | March 30, 2020

March 30, 2020 Negative headlines have pervaded our consciousness since the stock market crash began on March 9 and the World Health Organization declared COVID-19 a pandemic on March 11. And, they continue to abound as confirmed cases multiply across the U.S. But there is still encouraging news to be found. In a CNBC interview…

Hope in the Midst of the Storm

By Marcus F. Johnson, CFPⓇ | March 23, 2020

March 23, 2020 Most Americans have never encountered the kinds of health concerns we now face. Sobering warnings out of Italy and from our own experts have led families, businesses and local governments to take drastic measures to reduce the spread of COVID-19, or the novel coronavirus. Americans’ willingness to make sacrifices to keep ourselves…

Saving a little bit at a time

By Marcus F. Johnson, CFPⓇ | March 1, 2020

According to a recent Bankrate survey, 21 percent of Americans don’t save any portion of their annual income. Twenty percent save 5 percent or less, and only 16 percent save more than 15 percent. No matter where you find yourself, the following psychological tricks may help you increase your savings rate in the upcoming year.…

The Coronavirus and Your Portfolio

By Marcus F. Johnson, CFPⓇ | February 28, 2020

On February 19th the U.S. stock market reached new highs, continuing a bull market which is almost 11 years old. But the celebration was short-lived as concerns over the coronavirus (COVID-19) led to a market correction this past week. This sell-off was triggered by fear (because we do not yet know the facts). Key concerns…

When It’s Time to Review Your Estate Plans

By Marcus F. Johnson, CFPⓇ | August 21, 2019

Estate plans aren’t static documents. You don’t just write them, tuck them away in your important papers file and forget about them. Here are some events that may call for a review and revision of your plan.

When You Are the Beneficiary of an IRA

By Marcus F. Johnson, CFPⓇ | August 15, 2019

Immediately after the loss of a family member, deciding what to do with the deceased’s IRA may not seem important. Still, if you’re the beneficiary, it’s imperative to make a good decision to avoid paying penalties and extra taxes. As a beneficiary of an IRA or employer-sponsored plan, you can open an inherited IRA account…

The Importance of a Good Withdrawal Plan

By Marcus F. Johnson, CFPⓇ | July 24, 2019

So, you’ve developed a financial plan for your future. You know how you’re going to accumulate the savings and investments needed to provide a comfortable retirement. But do you have a plan for withdrawing savings during retirement? If you don’t create a well-thought out plan for accessing funds from your accounts, you could lose savings…

Credit Card Benefits You May Not Know About

By Marcus F. Johnson, CFPⓇ | July 16, 2019

Most of us know the number one rule for using credit cards is to avoid building up a balance we can’t pay off promptly. What many of us don’t know about credit cards is the number of benefits they often offer (in addition to purchase rewards). Here are some that are common: Extra security: With…