Real-life strategy to reach your goals.
Since 1999, Matthew Johnson has helped individuals and families make thoughtful financial decisions about their future.
As the founder of Johnson Wealth & Income Management, Matthew built the firm on a simple principle: clients come first. That philosophy did not start in a boardroom—it started much earlier.
Matthew learned the importance of serving clients with honesty and dedication from his father, who was also a financial advisor. Watching his father guide families through important financial decisions shaped the way Matthew approaches retirement planning today.
For more than two decades, Matthew has focused on helping clients navigate one of life’s most important financial transitions—moving from saving for retirement to creating dependable income during retirement.
Today, Johnson Wealth & Income Management serves clients as trusted retirement income planning advisors, helping individuals approach retirement with greater clarity and confidence.
Helping You Retire with Confidence
Our mission is to help individuals and families make informed financial decisions that support long-term retirement income and financial security.
We believe thoughtful financial planning should be personalized, transparent, and aligned with the client’s goals—not driven by corporate agendas or product sales.
As an independent firm, our focus is on helping clients understand their options and develop strategies designed to support reliable income and long-term financial stability.
Every financial plan is built around the individual client, because no two retirement journeys are the same.
Core Values:
- Sincere
- Relatable
- Professional
- Humbly Confident
- Committed To Quality
Principles That Guide Everything We Do
Experienced Investment Guidance
Our investment advisors help you make thoughtful decisions, so your investments support your long-term financial goals.
Dedicated Team Support
Our staff works behind the scenes to ensure every detail is handled so your experience is smooth, organized, and focused on your needs.
What Defines Our Approach
Over the years, the Johnson Wealth and Income Management has become known for several strengths that shape how we serve our clients.
A Member of Retirement Income Source
Johnson Wealth & Income Management is a proud member of Retirement Income Source, a national network of financial advisors who specialize in income-generating investment strategies designed to help protect retirement savings.
Through this network, our advisors have access to research, strategies, and resources focused on helping retirees develop reliable income streams designed to support financial peace of mind throughout retirement.
Start a Conversation
Whether you are preparing for retirement or already retired, having a conversation about your financial future can bring valuable clarity. Our meetings are simply an opportunity to ask questions, explore your options, and better understand the decisions ahead—without pressure or obligation.
