Johnson Bixby

Financial Planning and Portfolio Management in Vancouver, Washington

Financial planner in Vancouver, WA (show on map)

4.5

★★★★★

8 reviews

A fee-based, independent financial planning firm helping individuals and families make informed decisions through comprehensive planning and portfolio management.

Call (360) 695-1795

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About

Johnson Bixby & Associates, LLC is an independent, fee-based financial planning firm and SEC Registered Investment Advisor. The firm helps individuals, couples, and families in Southwest Washington and Oregon create comprehensive financial plans for life's possibilities, from college funding to retirement.

Their team of Certified Financial Planners® and other financial professionals combines technical knowledge with care to help clients make informed decisions, surface unasked questions, and build long-term, trusting relationships. Services include tax strategies and planning, retirement planning, estate and legacy planning, and portfolio management. The firm operates as a fiduciary and is committed to ongoing education and community involvement through its 'Ripple Effect' initiative.

Fiduciary standard: legally obligated to act in the client's best interest

Fee-based model: transparent fees based on assets and complexity

Independence: not tied to a larger financial institution, allowing unbiased product recommendations

Comprehensive approach: combining technical financial knowledge with genuine care

Proactive and steady: consistent, patient planning rather than reactive advice

Credentials: team includes CFP®, CPA, MBA, AFC®, and other recognized designations

Services

Tax Strategies & Planning

Integrates financial planning and tax experience to identify opportunities, reduce uncertainty, and build a strategy tailored to your goals, including capital gains planning, charitable giving, smart withdrawal strategies, and Roth conversions.

Capital Gains Planning Charitable Giving Strategies Smart Withdrawal Strategies Roth Conversions

Retirement Planning

Helps clients plan for retirement by coordinating Social Security, pensions, and investment withdrawals to minimize taxes and extend the life of savings.

Social Security Coordination Pension Planning Withdrawal Strategy Roth Conversion Analysis

Estate & Legacy Planning

Assists clients in planning for the transfer of wealth and assets, including inherited IRAs and brokerage accounts, to ensure wishes are carried out efficiently.

Inherited IRA Guidance Brokerage Account Inheritance Wealth Transfer Strategy Charitable Legacy Planning

Credentials & Certifications

CFP®

CPA

MBA

AFC®

FPQP®

CDMP

PCM

CAP®

SHRM-CP

PHR

CCP

Reviews

Rating

4.5

★★★★★

Reviews

"Thank you Kim for your years of service to our family."

Frequently Asked Questions

What is a CFP®? +

A CFP® is a Certified Financial Planner®, a recognized credential in the financial planning industry requiring rigorous education, examination, and experience.

What is a FPQP? +

A FPQP is a Financial Planning & Wealth Professional qualification, indicating advanced training in financial planning and wealth management.

What is an AFC®? +

An AFC® is an Accredited Financial Counselor, a certification focused on providing financial counseling and guidance to individuals and families.

Is Johnson Bixby a fiduciary? +

Yes, Johnson Bixby is a fiduciary, meaning they are legally obligated to act solely in the client's best interests.

How does Johnson Bixby charge for services? +

Johnson Bixby is a fee-based firm, setting fees based on the client's level of assets and the complexity of their financial situation.

Is Johnson Bixby independent? +

Yes, Johnson Bixby is an independent Registered Investment Adviser owned by a single owner, Heidi Johnson Bixby, not by a larger financial institution.

Who does Johnson Bixby serve? +

They serve individuals, couples, and families in Southwest Washington and Oregon, including inheritors, educators, public employees, and corporate executives.

What makes Johnson Bixby different from other financial firms? +

They combine technical knowledge with care, practice a proactive and steady approach, and focus on understanding the whole person to help clients see what's possible in life.