Client-First Approach

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.

Our Mission

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
Our Values

Principles That Guide Everything We Do

  • Clients Come First: Every strategy begins with understanding what matters most to the people we serve.

  • Independent Advice: As an independent firm, our focus is on what is best for our clients—not the priorities of large financial institutions.

  • Integrity and Transparency: We believe trust is built through honesty, clear communication, and responsible financial guidance.

  • Education and Clarity: Financial decisions should be understood. We take time to explain strategies clearly and respectfully.

  • Long-Term Relationships: Our goal is not a single transaction—it is building lasting relationships with the individuals and families we serve.

Experienced Investment Guidance

Our investment advisors help you make thoughtful decisions, so your investments support your long-term financial goals.

Matthew P. Johnson

Investment Advisor Representative | Owner and President

Amanda N. Johnston

Investment Advisor Representative

Michael P. Donnan

Investment Advisor Representative

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.

Cindee Van Dijk

Digital Marketing Specialist

Cindy Nemechek

Office Support Coordinator

Lauren Hoffman

Client Service Specialist

Krystal Martin

Office Support Coordinator

Sue McQuillen

Reception and Scheduling Coordinator

Frequently asked questions

Answers to common questions about retirement planning and working with our team.

Trusted Guidance

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.

  • Retirement Income Planning Expertise: We specialize in helping individuals transition from saving for retirement to creating reliable income designed to support their lifestyle.

  • Protecting Principal While Generating Income: Our strategies focus on helping protect the savings clients have worked hard to build while structuring assets to support dependable income.

  • Clear, Respectful Guidance: Clients appreciate the way we explain financial concepts in plain language—without pressure, confusion, or unnecessary complexity.

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.

Schedule a Meeting

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.