Marcus F. Johnson, CFP®
Changing the trajectory of our clients' financial lives.
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Changing the trajectory of our clients' financial lives.
Areas of Focus
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Marcus F. Johnson, CFP®
Marcus Johnson is President and CEO of Johnson Financial Advisors, where he specializes in portfolio management and comprehensive wealth planning for families and business owners. A CERTIFIED FINANCIAL PLANNER™ professional, he also holds FINRA Series 7 and 66 licenses as well as life and disability insurance credentials. He earned his bachelor’s degree in Finance from the BYU Marriott School of Business, where he later served as an employee, and completed Boston University’s Financial Planning Certificate Program. He is currently pursuing the Certified Private Wealth Advisor® (CPWA®) designation through the Yale School of Management Executive Education program.Marcus began his career with experiences that broadened his perspective on people, planning, and leadership—including an internship with Beneficial Life Financial Group, working for U.S. Representative Jeff Flake in Washington, DC, and teaching Spanish. He went on to serve as President of the Financial Planning Association of Greater Phoenix, leading its 500-member advisor network, and has been a featured panelist for the Arizona Republic as well as on local TV and radio.
Deeply engaged in community and faith, Marcus has led in a wide range of settings—from serving as Stake President over congregations of The Church of Jesus Christ of Latter-day Saints in Tempe, to organizing interfaith initiatives as Chairman and Producer of the Golden Rule Awards Celebration, Arizona’s largest annual interfaith event. He also serves on the Tempe Police Chief Advisory Council, has been President of the Rotary Club of Tempe South, and served on the Boy Scouts of America executive board.
Marcus and his wife, Alexandria, are active supporters of education and philanthropy, serving together on the National Advisory Council for the BYU Marriott School of Business and on the ASU President’s Club. They are raising six energetic boys, and Marcus enjoys photography, cooking, and the occasional break on his mowing tractor.
Marcus is a CERTIFIED FINANCIAL PLANNER™ and has FINRA licenses (Series 7, Series 66) as well as life, disability, and variable annuity licenses. He earned a certificate in financial planning from Boston University and graduated in Finance from the Marriott School of Business at Brigham Young University.
Marcus served as President of the Financial Planning Association of Greater Phoenix (a professional association of 400 financial advisors) and has been a financial advisor panelist for the Arizona Republic and local television and radio stations. His previous experience includes working at Beneficial Life Financial Group as well for the U.S. House of Representatives in Washington, DC.
Marcus has been active in the community having served on the Boy Scouts of America executive board, as President of the Rotary-Tempe South Club, and in various leadership capacities in his church. He also enjoys speaking to community groups about financial literacy. He is fluent in Spanish and enjoyed serving a two-year service mission in Mexico. Marcus and his wife, Alexandria, are proud members of the ASU President's Club and parents of six energetic boys.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Financial Planning Association
Primary Location
1095 W Rio Salado Pkwy, Suite 201, Tempe, AZ 85281
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch. Feel free to call our office at 602-351-5989 to speak with an advisor, or fill out the form and we'll reach out to you. We look forward to getting to know you – your situation, goals and needs – then discuss how we can help you pursue your financial goals.Offers Investment Management
Yes
About Johnson Financial Advisors
At Johnson Financial Advisors (JFA), we'll help you feel confident about your financial life. Whether just getting started, preparing for retirement, or well into the golden years, it all begins with a conversation.We seek clients that want to build a long-term relationship and are committed to a team approach in working toward their financial goals.
What You Can Expect
✔️ Highly Personalized Service
Ours is a business of human interaction. We are passionate about deeply getting to know our clients and their priorities. This is the heart of our service.
✔️ Fiduciary Standard
As fiduciary advisors, we act in your best interest and hold ourselves accountable to clients. We strive to be transparent and live up to the trust placed in us.
✔️ Independent
Independent advisors are not tied to any particular funds or investment products, giving us the freedom to tailor our advice and solutions based on what’s best for you.
How We Help You
We aim to be your first call, and your primary resource for answers on all aspects of your financial world.
We take pride in offering personalized service and expertise to help our clients achieve their financial goals. Working with a financial advisor can provide a range of benefits, including objective advice, customized solutions, and personalized service. If you're looking for a financial advisor who can provide trusted guidance and support, we encourage you to contact JFA today.
Education
Brigham Young University, Marriott School of Business, Bachelor of Science, Business Management; Finance emphasis
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
Marcus takes his time educating us on our investments and makes sure we understand everything regarding our pensions and investments. We have total confidence in his expertise and helping make sure we are financially secure.
5 Stars
I had some questions about some future financial situations coming and was bouncing a lot of dialogue off of friends and family. I finally felt it would be good to touch base with a financial advisor and just inquire. Marcus took about a half an hour or so to speak with me and give me some basic thoughts and ideas about what I could do and he did for free. Just took the time to hear me out and discuss some things. It helped and added something’s for me to consider. Just wanna give a big shout out for Marcus and the team for giving that much time to discuss my situation. Very knowledgeable and very friendly. When the time comes I would feel safe and confident here!
5 Stars
5 Stars
Marcus keeps us informed and explains honestly what we can expect and look forward to so we know where we stand which is comforting and helpful in our planning. His team of Derick and Amy are great too and respond quickly Thanks for all the information and help
5 Stars
Marcus and his team are great! They have been patient with us and explained everything at our level! They helped us get to retirement! Thank you Johnson Financial! Couldn’t have done it without your guidance!!! Special shout out to Derrick and Amy! You ALL Rock!!
5 Stars
Marcus is great to work with. Completely trustworthy. Does not push an agenda and works with you to achieve your financial goals. I would recommend him and his team to all my family and friends.
5 Stars
I had a few financial questions and Mr. Johnson took time to answer them. His responses polite and straightforward no nonsense. Thank you for the advice.
5 Stars
Marcus and the team at Johnson Financial are awesome. Always return calls, answer questions, detailed explanations.
5 Stars
Johnson Financial does a great job managing our money and helps us feel comfortable now and into the future
5 Stars
We feel extremely fortunate to have found Johnson Financial Advisors. Marcus (and Amy!) are knowledgeable, detailed and compassionate. Always available to address questions and concerns. After all, it’s your money. Go with the best!
5 Stars
Marcus is always professional and sheds a positive light on a stressful topic at times. I look forward to meeting with him and hearing his advice.
5 Stars
I know what you’re thinking…..am I really going to trust a 5 Star review from a guy named Bubba? Well, you can this time!! I started working with Marcus and Johnson Financial several years ago after parting ways with my previous Advisor. I was looking for a Financial Advisor who shared my beliefs and principles in investing. After careful consideration I found Marcus and his team at Johnson Financial to be the right fit for my needs and goals. Marcus and his team take the time to listen to my financial wants, needs, and even fears about investing. They actually listen and then provide the investing guidance that is right for me and my future! I absolutely enjoy working with them.
5 Stars
Marcus is very personable with us, but it his knowledge of the ins and outs of the financial world that protects our assets. We are a second generation investor with Marcus.
5 Stars
Marcus is awesome! He took the time to go through every detail of our retirement account and provided us with multiple options that best suited our needs. We’ve had multiple financial advisors in the past and he was the most thorough. Very impressed!
5 Stars
Still getting great personalized service! Johnson Financial Group was retained by my parents while they lived in Arizona. Marcus demonstrated exceptional professionalism in managing their financial accounts, and his empathy and dedication were evident during a difficult time. My parents encouraged me to continue working with Marcus and his team. Although I live in Illinois, Marcus regularly engages with my husband and me virtually ensuring alignment with our financial objectives. He continues to deliver outstanding guidance and support. I highly recommend Marcus and his team at Johnson Financial Group for their expertise and commitment to their clients' success.
5 Stars
Have been with Johnson Financial Advosors for almost a decade. They are super to work with and have helped ease us into a very comfortable retirement. Marcus is our advisor and he is always takes a call to answer even dumb questions.
5 Stars
Have been with Johnson Financial Advosors for almost a decade. They are super to work with and have helped ease us into a very comfortable retirement. Marcus is our advisor and he is always takes a call to answer even dumb questions.
5 Stars
Amazing Service - Personalized and Attentive - I am grateful to have found Johnson Financial !
5 Stars
Amazing Service - Personalized and Attentive - I am grateful to have found Johnson Financial !
5 Stars
My wife and I have worked with other financial advisors before, but Johnson Financial Advisors is in a league of their own. Marcus and his team deliver outstanding portfolio performance with unmatched personal attention. Everyone is professional, responsive, and a true pleasure to work with. Highly recommend!
5 Stars
5 Stars
Johnson Financial Advisors offer balanced services and guidance rooted in protecting and growing our finances. Marcus Johnson and his staff manage our financial resources exceptionally well. We are grateful for the peace of mind we have as a result of their efforts.
5 Stars
Marcus at Johnson Financial Advisors has been managing our savings pre-retirement and is now continuing to take care of us post-retirement. Marcus is very detail oriented and takes the time to listen and understand our situation to ensure our investments are consistently aligned with our goals and risk tolerance. The staff is super helpful, on point and professional. Looking back on the day we put our trust and confidence in Johnson Financial Advisors, well, it was a great decision!
5 Stars
Marcus at Johnson Financial Advisors has been managing our savings pre-retirement and is now continuing to take care of us post-retirement. Marcus is very detail oriented and takes the time to listen and understand our situation to ensure our investments are consistently aligned with our goals and risk tolerance. The staff is super helpful, on point and professional. Looking back on the day we put our trust and confidence in Johnson Financial Advisors, well, it was a great decision!
5 Stars
Johnson Financial Advisors offer balanced services and guidance rooted in protecting and growing our finances. Marcus Johnson and his staff manage our financial resources exceptionally well. We are grateful for the peace of mind we have as a result of their efforts.
5 Stars
5 Stars
My wife and I have worked with other financial advisors before, but Johnson Financial Advisors is in a league of their own. Marcus and his team deliver outstanding portfolio performance with unmatched personal attention. Everyone is professional, responsive, and a true pleasure to work with. Highly recommend!
5 Stars
5 Stars
Marcus is very knowledgeable and personable. Everyone is helpful and friendly.
5 Stars
Marcus is very knowledgeable and personable. Everyone is helpful and friendly.
5 Stars
We are new to Johnson Financial. Just over a year now. But you will not meet more professional and friendly team. They are so easy to get a hold of when you need something or have a random question. We tried managing our money on our own but after moving to Johnson Financial I realized how much we were missing. Your money isn't just your investments, its everything that makes up your lifestyle. And Marcus and his team really help you live the life you want now while planning for your future. If youre thinking about moving to Johnson Financial, or just realized its time to have "adult money", schedule and meeting and I promise you will be impressed
5 Stars
Very good review of current status with helpful insights and future financial planning. Our information was well prepared and thoroughly presented. Marcus’s presentation was easy to understand and our questions and concerns were addressed with reasonable and comprehensible explanations.
5 Stars
Simply the best! Highly, highly recommend. Marcus is an amazing advisor. We feel more than confident in his ability to manage our investments.
5 Stars
So you've worked hard. You've put some money away and you're hoping that you can take your hard-earned nest egg and have It grow with you over a lifetime. So when arriving at the the Golden years, you have sustenance for you and your family and to bless those around you. But to whom do you entrust such reapings of your labors. Just like the song from Cyndi Lauper in the '80s"" money changes everything"". Everyone wishes they had more of it, then when the time comes at whatever age one decides to have the wealth work for them, the question becomes who to trust. As in all businesses, the end goal is to make money. In financial investing The business model is to make money with other people's money. We've all seen where the athlete or the celebrity entrusts their wealth to someone who is professing to be trustworthy, but to the contrary is not. The siphoning the investor of his Twilight security. So the issue of trust is Paramount. You need someone that has your needs in mind first while making their money with your money. Quite the trepidatious environment. Marcus and his firm are trustworthy. Beyond trustworthy. Trust him like your favorite mechanic. Listen to him explain the environment, lay out the truth of the scenario, ponder and choose a strategy then pay him what he wants and go live life to the fullest. Because your nest egg is in a safe environment, regardless of the economic landscape.
5 Stars
We have had a great experience working with Marcus Johnson over the past couple years. He is knowledgeable and takes the time to explain financial strategies in a way that’s easy to understand. I feel more confident about our long-term financial goals and appreciate his consistent follow-up and tailored advice. Highly recommend for anyone looking to build or protect their wealth.
5 Stars
Marcus was very insightful and to the point. Thank you Marcus.
5 Stars
Marcus was very helpful, patient and kind in guiding us in the next steps we need to take in the future to make sure we have our retirement plans are figured out in the best way possible. Thank you.
5 Stars
5 Stars
Johnson Financial Advisors was quick to make an appointment with me and answered my questions thoroughly.
5 Stars
I have been a client of Johnson Financial for several years. Marcus and his staff take excellent care of me and have helped me make complex financial decisions. Their investment recommendations have been fortuitous. I highly recommend Johnson Financial Advisors!
5 Stars
I'm very new to all this and everyone was so nice and accommodating. Marcus listen to me and advised me on my next steps to take he was patient and caring I really appreciate that I can't wait to work with him to build a better future thank you again for your time
5 Stars
I have known Marcus Johnson almost eleven years now. He is easy to talk to and makes sure what I want will be followed. Over the years, he has been a positive influence for me and many others.
5 Stars
I recommend Marcus for all your financial questions.
5 Stars
Marcus was friendly and well-informed, providing me with valuable advice. I would highly recommend him.
5 Stars
Marcus was thoughtful, friendly, knowledgeable, and gave me amazing advice. He answered all my questions and made me feel ar ease. I would recommend him anytime or anyone.
5 Stars
Marcus was great, took the time to really listen to my situation, gave his feedback and advised me on my financial future. Very knowledgeable.
5 Stars
Marcus has been watching over me and my finances for almost 12 years. He's a good friend, l trust him, and I know that l can call him whenever l need advice.
5 Stars
Johnson Financial has been watching over our money faithfully for over a decade now and giving wonderful advice, which we don't always follow as well as we should. While they do give us advice in the end they know it is our money and will go with our decision even if they disagree with it. They are there to serve the client.
5 Stars
In 2021 I attened a Christian Young Single Adult conference where Marcus Johnson generously shared everything he felt would be helpful to us at that stage of our lives. The presentation was informative, motivating, and quite frankly very uplifting! He was warm & friendly. Marcus shared his contact info with us following the conference. Since then I have reached out to him periodically for financial advice. My intuition tells me his advice is sound. It has been a blessing in my life to have him as a financial mentor. I have & continue to recommend his services to my family and friends.
5 Stars
Marcus of Johnson Financial Advisors, is great. His review of our annual income and our investments provides us sound and safe advice and guidance so our retirement will last our lifetime. I trust him and his dad , Phil, to invest our savings which ensures future financial stability. And most importantly he is ALWAYS available for us!
5 Stars
Johnson Financial has provided us with timely communication and I have found them to be very responsive to our needs. I recommend them to anyone.
5 Stars
Johnson Financial Group was retained by my parents while they lived in Arizona. Marcus demonstrated exceptional professionalism in managing their financial accounts, and his empathy and dedication were evident during a difficult time. My parents encouraged me to continue working with Marcus and his team. Although I live in Illinois, Marcus regularly engages with my husband and me virtually ensuring alignment with our financial objectives. He continues to deliver outstanding guidance and support. I highly recommend Marcus and his team at Johnson Financial Group for their expertise and commitment to their clients' success.
5 Stars
Several years ago I started working with Marcus and his team at Johnson Financial. I specifically needed to switch advisors and wanted a professional who was proactive in his communications with me; was quickly responsive to my inquiries; was eager to work with my other advisors; and provided a variety of perspectives and strategies as I transitioned from a steady income job to building a business. Marcus is all of this and more. Our annual meeting with him is reminiscent of a high-level strategic planning session and inspires even higher levels of confidence in his expertise in a very important area of our lives. It absolutely was the correct decision to switch advisors and I will happily remain one of Marcus' clients. With pleasure!
5 Stars
Marcus and the staff at Johnson Financial took time to learn my Investment needs and desires. Very Friendly and professional.
5 Stars
Working with Marcus is as good as it gets. He takes the time necessary to learn a client's situation as well as the client's goals. He is great about making suggestions and even recommendations when appropriate. Regardless of market trends, working with him makes me confident that I am in the best situation for my needs and desires. Great experience!
5 Stars
5 Stars
Incredible customer service!!!
5 Stars
5 Stars
I have been incredibly impressed with the level of service provided by Marcus and his team. They have consistently demonstrated professionalism, expertise, and a genuine commitment to managing my finances with care and precision. I feel confident knowing my money is in such capable hands. His team goes above and beyond to ensure I’m informed and comfortable with every decision.
5 Stars
Marcus Johnson and the team at Johnson Financial Advisors took the time to get to know my goals and circumstances and have provided sound guidance and care. With Marcus, I've felt that my funds were in the best place for me.
5 Stars
Marcus was a a Huge help this team at Johnson financial advisors go above and beyond for there customers higley recommended!!
5 Stars
Called to get some information. The first person was very pleasant and transfered me to the financial advisor Marcus. Marcus was very helpful and professional in answering some financial questions that I had. I will absolutley keep him in mind for any of our future financial needs!
5 Stars
5 Stars
I needed some information that required a professional opinion. I called for an appointment to discuss the situation, but was told that Mr Johnson would prefer to have a phone interview first. He quickly returned my call. He asked very pertinent questions, listen to my concerns, and then offered some suggestions which he knew I really didn't want to hear. I so appreciated his honest answers. His concern for my situation was apparent. Rather than give me the answer I wanted to hear, he acted with integrity and told me what I needed to hear. I really appreciated his time and honesty.
5 Stars
Marcus was super helpful as I had some questions about saving and best steps forward with money management. Not only was he very kind and friendly he was also very informative and had great insight to my needs and future prospects. I also only talked for about 15-20 minutes and already feel so much better. I highly recommend talking to Marcus and I'm sure with how positive he is, his colleagues surely follow suit!
5 Stars
Hello! Today I made my very first call to Johnson Financial Advisors seeking guidance from a professional. Spoke with the lovely Ms.Amy who listened closely to my inquiry and connected me with Mr.Marcus Johnson. He was tremendously helpful and a great active listener. Mr. Johnson provided me with the tools that my fiancée and I can use in order to be financially successful in our newly wed financial journey. I could have not felt more comfortable with sharing our goals and concerns with the financial advisor and will be referring Johnson Financial Advisors to our family and close friends. Thank you again Mr.Johnson !
5 Stars
I have known this terrific group since 2010. It has been an honor for me to associate with Marcus in a variety of settings. In each of these he maintains the highest standard of integrity and trust. It is refreshing for me to work with these professionals who are as passionate about their trade as I am about mine.
5 Stars
Greatest experience of my life the most help I’ve gotten for the past 17 years
5 Stars
5 Stars
5 Stars
Mr. Johnson was very straight forward with me and he was very honest which made me feel comfortable about my financial decisions. Highly recommend working with him!
5 Stars
It really was a pleasure speaking with Marcus. His advice and professionalism is awesome. I look forward to working with Jonson financial advisors.
5 Stars
Marcus was able to quickly ascertain our situation and succinctly explain to us our options, moving forward. This have given us much peace of mind and a viable plan of action. Thank you, Marcus!
5 Stars
Got back to me quickly after reaching out, and was very honest and helpful and productive in our conversations
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