You have a lifetime of decisions — and possibilities.

Imagine having a dedicated financial advisor walking alongside you with a financial plan that you reassess and adjust together as life changes.

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:

Retirement Planning

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Investment & Portfolio Management

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Tax Strategies & Planning

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College Planning & Funding

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Charitable Giving

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Estate & Legacy Planning

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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:

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Early Years

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
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Mid Years

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
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Late Years

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
If you’d like to learn more about working with our team, please reach out.

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.