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Invest smarter. Build a plan. Leave a lasting legacy.

Let’s work together to develop a wealth strategy that helps tell your unique story and accomplish your goals.

Investment products: are not insured by the FDIC; are not deposits; and may lose value.

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How can we help you today?

Wealth Insights

Samantha Guthrie, LPL Financial Advisor and Vice President at Johnson Financial Group Financial Advisors, and Marcia Banike, Vice President of Private Banking at Johnson Financial Group.
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Customized solutions based on your unique financial story

Whether you're an individual looking to build a financial plan or an organization seeking to become an employer of choice with a comprehensive retirement plan, our advisors will take the time to understand your story and provide tailored solutions.

  • Airline Pilots

    Helping pilots and their families plan a comfortable and confident retirement since 1997.

  • Physicians

    From residency to retirement, we're here to guide your financial future.

  • Attorneys and Law Firms

    Specially designed for attorneys who have unique needs and desire exclusive financing options to help craft their story.

  • I built my veterinary practice by making relationships a priority. Of utmost importance was our financial and banking relationship.  I found an exceptional partner and advisor in our commercial banking lending team at Johnson Financial Group. They took time to learn the business and approached the advisory role as if they were looking out for the best interests of The Animal House, almost as if it were their own entity. They tailored their approach to align with my personality and work style. This is the essence of what Johnson Financial Group brings to the relationship, respect for the client and integrity in business dealings.

    Dr. Pat Warpinski

    Private Banking and Wealth Client, Green Bay

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Committed to putting you first

At Johnson Financial Group, we take a holistic approach to helping you create a thriving, healthy future. An approach grounded on the understanding that your financial goals are not separate from your personal goals. They're inextricably linked. As an independent family-owned company, we get it. 

We listen. We learn. We focus on putting your happiness at the heart of everything we do. 

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Committed to You

Putting our clients first by being committed to understanding your wishes and being a trusted advisor.

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Meeting Your Needs

Working as team to create innovative banking and wealth solutions for your unique challenges.

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Strength and Stability

For more than 50 years, we've been invested in what matters - for our customers, our associates and our communities.