As your needs evolve, we do too.
Life moves quickly, and so do we. Whether face-to-face or digitally, we keep pace with the rapidly evolving financial services landscape while providing the highest level of personal service.
Learn More We're here to help you when and where you need us.
2021 Top Workplace USA
We have been recognized nationally as a 2021 Top Workplace USA – a testament to a 50-year tradition of putting our clients and communities first every day. We’re proud to be a financial partner to Wisconsin families and businesses and look forward to serving your financial needs for years to come.
Our StoryPersonal Online Login
Realize your financial goals
Suggestions and inspirational ideas to help you plan the big decisions in your life.
Swipe to view
Starting Out
Making smart financial decisions early on can set you up for success later in life. Let's get started.
LEARN MORE about how we can help you as you're starting out.Home & Lifestyle
Whether you are buying a new home, selling your home or saving for a dream vacation, we'll guide you every step of the way.
Learn More about how we can help you ask you create a home for your family.Family
Your family's needs are important. Understand the steps you can take today to create a secure financial future for you and your loved ones.
Learn More about how we can help as you start a family.Work & Career
Enjoy the life you're building. Learn how your career and financial goals intersect.
Learn More about how we can help as you progress in your career.Retirement
Whether you are just starting to save, ready for retirement or anywhere in between, we can help you realize the retirement you’ve always imagined.
Learn More about how we can help ask you're preparing or geting ready for retirement.
$12 Billion
Assets under administration
WI Owned
Wisconsin's largest family-owned financial services company
30+ Locations
Locations in Wisconsin and Minnesota
Johnson Financial Group Named One of Wisconsin's Largest Corporate Charitable Contributors
Johnson Financial Group has been recognized by Milwaukee Business Journal as one of the top philanthropic companies in the state of Wisconsin. The list features corporate charitable contributors ranked by 2019 total cash contributions paid out to Wisconsin charitable organizations.
READ MORE about how to protabout Johnson Financial Group ranking as a Top Charitable Giver ect your child's privacy online.
Planning Opportunities Under The CARES Act
The CARES Act provides approximately $2.2 Trillion of economic relief and stimulus designed to help the United States economy and its citizens endure the shutdowns and hardships caused by the Coronavirus. While the CARES Act has several different provisions and areas of focus, the purpose of this blog is to focus on some key planning opportunities created by this Act.
READ MORE about how to build a plan to handle uncertain times.
Building a Plan to Handle Uncertain Times
A disease that we don’t understand. A solution, social distancing, that we have never experienced. A stock market reacting negatively, as the stock market does, to uncertainty. An economy stressed by being shuttered. That is a lot of uncertainty. In times of uncertainty, it is critical to separate things we can control from things we cannot.
READ MORE about how to build a plan to handle uncertain times.