Johnson+Sterling, Inc.

Johnson+Sterling is an independent, fee-based financial advisory firm. Founded in 1976, we serve clients throughout the U.S. We are registered with the Securities and Exchange Commission as an Investment Advisory and Pension Consultancy.

Our clients include individuals, medical schools, colleges and universities, physicians' practices, law firms, corporations, foundations, endowments, trusts, and estates. Johnson+Sterling, Inc. advises on invested assets totaling approximately $2.6 billion (as of December 2021).

We Are Fiduciaries

Johnson+Sterling adheres to a "Global Fiduciary Standard of Excellence" for Investment Advisors, developed by the Foundation for Fiduciary Studies. The standard is comprised of fiduciary practices that are intended to provide a foundation and framework for a disciplined fiduciary and investment compliance process.

We Are Independent

Our resolute commitment to independence is the cornerstone of our business philosophy. As a 100% privately-owned firm, we have no ties to any financial firm or organization that obligate us to utilize investment products or services that a firm may offer. As financial fiduciaries, we serve our clients' financial interests only, with objectivity.

Our Services

We deliver clients an array of specialized, research-driven, risk managed investment advisory and financial consulting services, including:

  • Investment Advisory and Portfolio Management Services
  • Retirement Plan Consulting
  • Endowment and Foundation Consulting Services
  • Fiduciary Compliance Services
  • Financial Planning Services
  • Employee Benefits Consulting
  • Retirement Transition Services

Our Resources

Johnson+Sterling, Inc. is approved by many of the world's leading financial research firms and institutions as an independent advisor and financial fiduciary. As such, in the course of serving our own clientele, we are authorized to actively engage the proprietary resources of leading global economic and financial research firms, including guidance from leading financial scholars, academic researchers, and financial experts.