Johnson Investment Counsel

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners

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Tomorrow: 8:30 am - 5:00 pm

(614) 365-9103Call Visit WebsiteVisit Website Map & DirectionsDirections50 W Broad St Ste 1130Columbus, OH 43215 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Places Near Columbus with Investment Advisory Service

Grove City (12 miles)
Groveport (14 miles)
Norwich (14 miles)
Galloway (15 miles)
Linworth (15 miles)

More Info

General Info

With more than $12.9 billion in assets under management, we are one of Ohio's largest independent investment advisory firms, committed to helping our clients thrive. Your experience with Johnson will be truly customized - we offer the full-scope of wealth management services to serve your unique needs.

Email

Extra Phones

Phone: (937) 461-3790

MobilePhone: (216) 402-2240

Fax: (614) 365-9943

TollFree: (866) 365-4523

Location

Leveque Tower

AKA

Johnson Investment Counsel Inc

Other Links

https://www.johnsoninv.com/locations/columbus

http://johnsoninv.com

Categories

Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Insurance, Investment Management, Investment Securities, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (614) 365-9103

Address: 50 W Broad St Ste 1130, Columbus, OH 43215

Website: https://www.johnsoninv.com/locations/columbus

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Johnson Investment Counsel

Tax Planning
Don’t miss the Golden Window for strategic tax planning. With careful planning, recent or soon-to-be retirees can recognize substantial tax savings over the course of retirement.
Charitable Giving
We not only support the interests of our employees regarding community service, we encourage philanthropy with our clients through the use of the Johnson Charitable Gift Fund and other means. Over half a billion dollars are held in charitable accounts that have been directed to charities by Johnson Investment Counsel’s clients.
Estate Taxes
Tax Services
As the 2023 holiday season fades into memory, February ushers in tax preparation season. For retirees, managing federal and state income taxes becomes crucial as it often becomes a major yearly expense. Managing taxes effectively can give retirees more confidence in the sustainability and consistency of their retirement cash flow over what is usually a multi-decade retirement timeframe.
Tax Deductions
A Donor Advised Account allows you to plan to make charitable gifts and earn income tax deductions at times that have the most favorable impact on your tax and financial planning.
Income Tax
Donations you make to the Johnson Charitable Gift Fund are immediately income tax deductible to the fullest extent allowed by law.

Investment Management
Johnson Investment Counsel and our affiliates collect and maintain your nonpublic personal information so that we can better provide investment management and trust services. The types and categories of information that we collect and maintain about you include...
Mutual Funds
We serve as advisor for the Johnson Mutual Funds, which offers five publicly available mutual funds that provide immediate diversification and professional management for accounts with a minimum investment of $2,000 ($500 for an Education Savings Account). Our funds are 100% no-load, with no redemption, sales charge, or exchange fees.
Bonds
Wealth Management
Across every division at Johnson are people who will put your interests first. Itâ€™s not just the right way to do business, we think itâ€™s the only way to do business. Whether youâ€™re looking for wealth management advice, family office services, estate planning counsel, or if you represent an organization in need of institutional management, at Johnson what you see when you choose us will be what you get every day for years to come: a team of experts who will always be on your side, always ready with objective advice.

Financial Planning
We can manage every aspect of your finances and investments, providing a dedicated team who will work with you personally to manage everything from estate planning, lending, and business and personal financial planning.
Retirement Planning
As one of the building blocks of retirement planning strategies, Social Security income is critical to almost every cash flow plan. Read more about the future of social security.
Annuities
Managing Director Tony Kure, CFP® discusses annuities as a part of retirement plans in the Fiduciary News article “The Good, The Bad, And The Ugly On Annuities In 401k Plans.” Fiduciary News, 3/15/2022.
Asset Management
A focus on investing in quality companies sounds good, but what does that actually mean in practice? In this paper, Managing Director of Research & Senior Portfolio Manager Brian Kute, CFA, Lead PM on Johnson’s SMID Cap Core strategy and the Johnson Opportunity Fund (JOPPX), defines what quality means for Johnson Asset Management and explains how our research team identifies high-quality companies in the SMID Cap space. He also demonstrates that a focus on high-quality stocks has historically provided long-term outperformance with downside protection and reduced volatility.
College Funding
We believe it’s never too early to develop a financial strategy that provides security and success for the future. Our team is available to you, your children, and your grandchildren to help plan for college and develop an investment strategy to help lighten the financial burden education can sometimes bring.
Asset Protection

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