Johnson Bixby

EST. AUM
$933,732,431

CONTACTS
8

CLIENT ACCOUNTS
2,205

Firm Details

Metro area Seattle
CRD Number 310839
Website johnsonbixby.com
Client types

Overview

Johnson Bixby & Associates is a financial planning firm based in Vancouver, Washington, offering personalized services for individuals, families, and businesses. Founded by Deborah Johnson, the firm has been serving clients since 1991 and is led by Certified Financial Planner (CFP) Heidi Johnson Bixby, who has been with the firm since its inception. Johnson Bixby provides comprehensive financial planning, including estate, retirement, tax, and life transition planning. The team consists of experienced financial planners with specialized expertise in areas such as college planning, pension planning, asset allocation, and portfolio optimization. The firm is deeply involved in community initiatives and nonprofits, with leadership roles in organizations like the Financial Planning Association of Oregon & Southwest Washington and Global Sojourns Giving Circle. Johnson Bixby is known for fostering long-term relationships with clients, guiding them to make informed decisions about their financial future with a holistic, values-driven approach.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Johnson Bixby

Platform Details

Investment Preferences

Alternative Activity

Address

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