JOHNSON BIXBY
SEC RegisteredHelping you create a financial plan for life's possibilities.
About the firm
Johnson Bixby is a financial planning and portfolio management firm based in Vancouver, Washington. The firm's team of Certified Financial Planners® and other financial professionals work with individuals, couples, and families through all stages of life. Johnson Bixby is an SEC Registered Investment Advisor and operates as a fiduciary.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, tax strategies and planning, estate and legacy planning, and portfolio management. Services include distribution planning, forward-looking tax planning, coordination with tax and legal professionals, and assistance with wills, powers of attorney, and beneficiary alignment.
Who they serve
Individuals, couples and families in Southwest Washington and Oregon — and beyond — including inheritors and long-term investors, educators, administrators and other public employees, and corporate executives and career-minded professionals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 471 | $235M |
| High Net Worth Individuals | 305 | $697M |
| State/Municipal Entities | 1 | — |
25 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
13 advisors in the directory
Regulatory & compliance
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JOHNSON BIXBY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.