We run our business based on the belief that people and values matter more than anything else. JohnstonRogers Financial Advisors is built on five core values that we hold to in every interaction with our clients. These values make us who we are—and they help us serve you better.
In the world of financial planning, it’s easy to get caught up in the numbers, charts, and portfolios. But at JohnstonRogers Financial Advisors, we strive to always remember that those portfolios represent people; they represent you, your family, your lifestyle, and your dreams for the future. That knowledge remains at the heart of every decision we make and every piece of advice we give.
We’re committed to building meaningful, respectful relationships between our clients and our staff. We treat our clients with respect, and ask that you do the same with our advisors and other staff members, so that we can create an environment of respectful collaboration as we work together to build a better financial future.
We are stubbornly committed to ensuring our clients see results. We provide a hands-on, customized approach to help you get closer to your goals and reach those important milestones along the way. If you’re not seeing the results you want, we’ll work with you to determine what changes are needed to achieve your desired outcome. We’ll help you adjust, adapt, and make improvements that will bring you closer to your goals.
We dedicate ourselves to becoming—and remaining—experts in the financial industry. We may have decades of experience, but we don’t build our reputation on that knowledge alone. We know how quickly the financial industry can change, and we’re committed to learning, evolving, and growing in our knowledge and experience, so that we can give you the expert advice you deserve.
We strive to build trust with our clients, and that often means being as honest and forthright as possible. We believe we can provide you with better, faster results by offering straightforward advice and guidance. Whether that means addressing your expenditures or giving your retirement goals a reality check, we’ll provide you with the honest feedback you need to start moving forward toward a more secure financial future.
When it comes down to it, research and experience can only take us so far. Ultimately, we want to develop a financial approach that feels right to you. We trust your intuition and your knowledge of what’s best for you, your family, and your personal values. We’ll never pressure you into a decision or a strategy you’re not comfortable with, and we always offer alternatives so you can find the path that best fits your needs.
If our values resonate with you, we invite you to reach out to our team. Each of our team members is committed to upholding our values and providing superior service to our customers. Contact us today, or learn more about our team members at the link below.