Preserve the wealth you’ve worked hard to achieve

When it is time to manage how you will share your wealth with others, Johnson Trust Company will align your estate plan with your values to ensure that those who benefit from your legacy will thrive. Our integrated team of estate planning attorneys and trust experts serves as a nimble partner to you—and to everyone involved in your estate, including your beneficiaries, tax advisors, and attorneys. We work in concert with your attorneys and other advisors to make sure your estate plan is truly customized and implemented, accounting for all aspects of the vision you have for your future and your family.

We are passionate about helping families manage wealth from generation to generation. Johnson Trust Company provides highly personalized, sophisticated trust services for individuals, charitable organizations, endowments, foundations, and retirement plans. We integrate experienced, consistent, fiduciary expertise and coordinated investment management to implement estate plans that meet your goals. Preserving wealth requires more than wise investing. Successful wealth management involves planning not only for the near-term, but for generations.

  • Deep expertise. Individualized solutions.

    We know each person and every family is different than the next. We take the time to get to know you: your life, expectations, and goals. Our team-based approach provides a range of services and resources that allow us to build uniquely crafted solutions for your needs and your vision for the future.

    • Investment Management

      Our in-house team of full-time research analysts works in concert with our advisors as we construct each portfolio, balancing risk and return for each client’s specific situation.

    • Retirement & Cash Flow Planning

      Your path to retirement is as unique as you are. We work closely with you to identify your goals, address your concerns, and ensure long-term financial security by developing a tailored and comprehensive financial plan.

    • Income Tax Planning

      Our advisors understand the relationship between taxes, financial planning, and investments. We work with clients and their tax professionals to provide a coordinated solution in line with the overall plan.

    • Estate Planning & Trust Services

      Our team of estate planning attorneys and trust professionals within Johnson Trust Company provide counsel to ensure the right decisions are made to preserve and transfer your wealth over time.

    • Charitable Planning

      At Johnson Investment Counsel, we facilitate charitable giving in flexible and impactful ways. We also develop and implement a family philanthropy plan for you and your loved ones that will guide multi-generational charitable giving that is clear in purpose and produces measurable results.

    • Asset Protection & Insurance

      We focus on balancing clients’ risk exposures and current protections to mitigate the impact of unforeseen events on their financial goals.

  • Customized services for every stage of your business

    From establishing a robust corporate retirement plan strategy to helping you plan for what comes after the sale of your business, our firm is here to help you navigate your business’s needs. Our team’s expertise and experience make us the right kind of knowledgeable and professional partner to ensure long-term success for your business and more importantly, for your employees.

    • Corporate Retirement Plans

      Our dedicated in-house team oversees our retirement plan practice, which includes a process for selecting and monitoring plan investments. Our approach is similar to that of our Wealth Management team’s approach: we focus on educating and guiding plan participants to the most effective way to utilize their 401K investments.

    • Business Transitions

      From helping to formulate a financial plan for the windfall that comes with selling a business, to providing corporate guidance, we work closely with business owners to create and implement solid financial strategies. The earlier we can get involved, the greater impact we can make. Our Johnson Trust Company provides guidance pertaining to efficient tax planning, charitable planning, and family legacy planning.

    • ESOP Clients

      As an employee-owned firm ourselves, we have a unique perspective and deep understanding of employee-owned businesses. This makes us great partners to help guide the impact and success that Employee Stock Ownership Plans can have in your organization.

  • Explore our institutional investment services

    Our disciplined approach to asset management dates back to our beginnings and our founder, Tim Johnson. Our firm was founded from his desire to put his values into practice and merge proven portfolio management strategies with his genuine interest in helping people and institutions. We still carry forth this mission today, providing customized solutions for institutions through our Johnson Asset Management group. This team works closely with our clients to create and implement a long-term plan for your organization that will align your current needs and future goals.

    • Investment Policy Consultation

      We work with you to thoroughly understand your organization’s investment goals and objectives.

    • Fixed Income Asset Management

      As a fixed income manager, we focus on investment-grade, corporate securities designed to deliver portfolio stability.

    • Equity Asset Management

      Our strategies emphasize high-quality, large capitalization equities built to provide exceptional risk-adjusted results.

    • Asset Allocation

      We work closely with you to ensure a disciplined approach to strategic and tactical allocation within the context of risk management.

    • Customized Solutions

      By developing a partnership with our clients, we are often in a position to offer unique, tailored solutions.

Wealth Management Services

One of our core principles has always been to understand a client’s full financial picture. Investing does not happen in a vacuum; one must look at every angle, facet, and implication to build the most appropriate investment strategy. When you work with Johnson Investment Counsel, you’ll experience a personalized and holistic approach to help you navigate the changes and opportunities that impact you, your family, and your legacy.

Family Office Services

At Johnson Family Office Services, our highly credentialed teams work collaboratively to provide customized solutions for ultra-high net worth families. Our concentrated and sophisticated approach helps our clients navigate even the most complex situations.

Awards & Recognition

Forbes / 2024

America’s Top RIA Firms

Barron’s / 2024

America’s Best RIA Firms

Financial Advisor / 2024

RIA Survey Ranking

Cincinnati Business Courier / 2024

Largest Cincinnati Money Management Firms

Columbus Business First / 2025

Largest Central Ohio Financial Planners

Dayton Business Journal / 2024

Dayton Area Money Management Firms

Crain’s Cleveland / 2023

Investment Advisor List

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