You have a lifetime of decisions — and possibilities.
Want to have a real-time discussion about your needs?
A financial planning approach that centers on you.
People come to us for our personal, comprehensive approach to financial planning, investments, and portfolio management.
They stay with us because we take the time and care to understand who they are and what they want in life. That helps us match our advice and strategies to your situation, goals and challenges.
Our financial planning team uses the CFP Board’s 7-step financial planning process.
Let’s create a plan that matches your life.
Money touches practically all aspects of our lives.
We work with you to make a financial plan that helps you maximize income and reach your goals over time. As life changes, we will review and adjust your plan as needed for you to stay on track.
Explore our services:
Investment & Portfolio Management
Diversification: Asset allocation is widely accepted as the primary determinant of long-term portfolio returns as well as the volatility of returns.
Perspective: Investors who take a long-term approach to investing and can withstand short-term volatility of markets, historically hold a comparative advantage over investors with a short-term view.
Risk Control and Knowledge: The ability to identify and adjust risk exposure is critically important to an investment portfolio. In addition, investors should understand the various shapes and forms of risk they incur with any investment.
Insight: Our advice is based upon well-founded principles and is thoughtfully and consistently applied to our client’s portfolios.
Based on these principles, our portfolio construction process emphasizes the following:
- To define and adhere to strategic asset allocation targets, designed to improve a portfolio’s risk and return profile.
- The potential reduction of fees and taxes, which can serve to enhance portfolio returns over time.
- The inclusion of alternative asset classes, which can enhance the risk-adjusted return of an investment portfolio. Such assets may include investment strategies that are non-correlated to stock and bond markets, as well as commodities and precious metals.
Please keep in mind that diversification does not assure a profit, or protect against loss, while alternative assets have their own specific risks and potential drawbacks.
Tax Strategies & Planning
We also pride ourselves on follow-through. Should a client receive a letter or audit notice from a tax authority, we’re here to resolve the issue.
College Planning & Funding
Estate & Legacy Planning
We meet you where you are.
You have a lifetime of decisions to make.
We provide you information and insights to help you make the right choices for you and your loved ones as life evolves.
A snapshot of things we can help you with at various life stages:
For your loved ones
- Budget analysis
- Student loan review
- Retirement plan options
- Career benefits and compensation review
- Equity compensation analysis
- Education fund planning
- Inheritance planning
For you and your partner
- Optimized saving and retirement plans
- Tax and trust strategies
- Distribution plan for education funds
- Retirement catch-up
- Elder care planning
- Healthcare planning
For you, for aging parents
- Funding a passion project
- Charitable giving endeavors
- Legacy planning
- Social security and Medicare reviews
- Wealth transfer planning
- Peace of mind
Why work with us?
Since 1983, individuals and families in Southwest Washington and Oregon — and beyond — have worked with Johnson Bixby as their trusted financial planners.
Make more informed decisions.
At Johnson Bixby, we help our clients make informed decisions to navigate life’s many turns and reach their goals using a comprehensive approach to financial planning and portfolio management.
See what’s possible.
We are experts who use our technical knowledge and care to help people see what’s possible in life. That’s what makes us different: expertise and empathy. We hear what’s not being said. We surface the questions you’re not asking but should be. All in service to helping you live your best life.
Take the long view.
We are consistent about being proactive not reactive. And it’s our steady, patient approach to financial planning and investment strategy that works well for the individuals and families who partner with us.
Let’s see if we’re right for each other.
We see our clients as whole people with full lives and unique paths. We take time to ask questions, listen and understand their unique situations, goals and commitments in life.
If you’d like to know more about working together, we’d love to meet you and get a better picture of what you need in a financial partner.
We may be a good fit for each other if you are looking for:
- holistic financial planning and portfolio management
- support from an outstanding service team
- regular check ins and meetings
- long-term, ongoing counsel
- a mutual, trusting relationship
- no quick fixes
- a clear roadmap
- an understanding of what’s possible
Curious about working with our team?
If you have specific questions about the value of working together, let’s schedule a time to talk.