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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.

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.

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.

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