What Johnson Bixby does

Johnson Bixby & Associates, LLC is a privately held, women-owned, women-led Registered Investment Advisor based in Vancouver, Washington. Founded in 1984, the firm delivers comprehensive financial planning and investment/portfolio management services primarily to individuals, couples and families in the Pacific Northwest (Southwest Washington and Oregon) with more than $350,000 in investable assets, with stated capability to serve clients beyond that geography via virtual engagement. The service portfolio spans Retirement Planning, Tax Strategies & Planning, Estate & Legacy Planning, College Planning & Funding, Charitable Giving, and ongoing portfolio oversight, structured around a proprietary 4-step planning methodology (Get to Know You → Understand Your Goals → Personalized Plan → Ongoing Advice) and a life-stage framework from early career through retirement.

The firm operates a fee-based, fiduciary model with assets-under-management-based pricing and bills on an annual cadence; it is single-owner (Heidi Johnson Bixby, CEO & President), SEC-registered, and securities are offered through Private Client Services (FINRA/SIPC member). Its 30+ person team is credentialed across CFP, CFA, AFC, FPQP, CPA and MBA disciplines spanning planning, investment, compliance, tax coordination, marketing, IT and operations. Distribution is consultative-direct: introductory meetings, financial planning day consultations, community workshops (Ripple Events), and a Women Invest community feed top-of-funnel demand into ongoing advisory relationships.

Beyond core advisory work, the firm co-locates with sister company Integrated Tax Services in the Hurley Building ('Ripple Space') for integrated tax-and-financial planning, and maintains sub-brands/program vehicles: Ripple Events, Women Invest Community, and Ripple Impact NW (a 2022-founded Clark County nonprofit). Underlying technology is described as standard financial planning and portfolio management tooling — no proprietary AI, public APIs, or developer platforms are disclosed — and the firm's differentiators rely on credentialed talent, fiduciary independence, community engagement, and multi-decade client relationships rather than technology.

Name

Johnson Bixby

Legal name

Johnson Bixby & Associates, LLC

Website

https://johnsonbixby.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

11–50 employees

Short description

Johnson Bixby is a women-owned, SEC-registered financial planning and investment advisory firm in Vancouver, Washington, serving individuals, couples, and families — typically with $350,000+ in investable assets — across the Pacific Northwest with integrated financial planning, retirement, tax, estate, and portfolio management services delivered as an ongoing advisory relationship.

Ownership category

akta.pro rank

Headquarters

HQ city

Vancouver

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fee-Based Financial Planning & Portfolio Management: Fees set based on level of assets under management and complexity of client's financial situation. The firm is fee-based (not commission-based) and provides comprehensive financial planning integrated with investment management services. Securities offered through Private Client Services, member FINRA/SIPC.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Johnson Bixby is a fee-based Registered Investment Advisor providing comprehensive financial planning integrated with investment and portfolio management services for individuals, couples, and families. The firm delivers a structured four-step planning process covering retirement planning, tax strategies, estate and legacy planning, college planning, and charitable giving. Securities are offered through Private Client Services, member FINRA/SIPC, with the firm typically working with clients holding $350,000+ in investable assets.

Product overview

Johnson Bixby is a women-owned, women-led financial planning and portfolio management firm offering a comprehensive suite of advisory services centered on its core Financial Planning and Investment & Portfolio Management platform. The firm's service portfolio includes Retirement Planning, Tax Strategies & Planning, Estate & Legacy Planning, College Planning & Funding, and Charitable Giving—all integrated under one financial planning-first approach. Johnson Bixby also operates community-focused programs including the Women Invest Community (an educational and empowerment hub), Ripple Events (workshops and webinars), and a monthly Free Financial Planning Day program. Services are delivered by a team of Certified Financial Planners through an ongoing advisory relationship, not one-time engagements.

Differentiator

Problem solved

Functional benefit

Brands

• Women Invest: A community space for women investors focused on financial education and empowerment, offering events, resources, and workshops to help women gain financial knowledge and confidence.
• Ripple Impact NW
• Ripple Events

Products and services

• Financial Planning Comprehensive financial planning that integrates tax, retirement, estate, and investment strategies. Uses a four-step process: get to know the client, understand goals, create a personalized plan, and provide ongoing oversight and advice. Targeted to individuals, couples, and families.
• Investment & Portfolio Management Actively reviews and manages client investment portfolios, emphasizing strategic asset allocation, diversification, alternative asset classes, and risk control. Includes trade execution, investment research, portfolio analysis, and performance reporting for individual and family clients.
• Retirement Planning

Named customers6 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

16 partnerships are on record, tiered flagship, core and minor.

• Ripple Impact NWflagshipStrategic or Co-development Partner · 1 January 2022Nonprofit organization co-founded by Heidi Johnson Bixby in 2022 with mission to connect, inform and inspire people to generate ripples of community well-being through philanthropy. Megan Dixon serves as Vice Chair. Focused on inspiring philanthropy locally in Clark County.
• Integrated Tax ServicescoreStrategic or Co-development PartnerSister company providing tax planning and preparation services. Shares leadership team members (Cyndi Boman Thompson as CFO/COO, Megan Dixon, Rachel Gorretta, Kristi Koebke, Juli Potts, Bob McMahan, Jim Scott) with Johnson Bixby. Co-location at Ripple Space in Hurley Building. Provides integrated financial planning and tax services to shared clients.
• Columbia SpringsminorGTM or Marketing PartnerLocal nonprofit environmental organization. Heidi Johnson Bixby served as past board chair. Community partnership supporting environmental stewardship in the Vancouver area.
• Global Sojourns Giving CircleminorGTM or Marketing PartnerNonprofit organization focused on international philanthropy and giving. Heidi Johnson Bixby serves as Board Treasurer. The firm supports this organization through board leadership and community investment.
• Cascadia Technical Academy FoundationminorGTM or Marketing PartnerTechnical education nonprofit receiving corporate sponsorship and support. Team members volunteer teaching financial empowerment classes at the academy.
• Financial Beginnings WashingtonminorGTM or Marketing PartnerNonprofit providing financial education and coaching. Listed as a referral resource for clients seeking additional financial education services.
• Save First Financial WellnessminorGTM or Marketing PartnerNonprofit financial wellness organization. Listed as a referral resource for clients seeking financial coaching services.
• Fort Vancouver Regional LibrariesminorGTM or Marketing PartnerLocal library system partnership for community education and literacy programs.
• Evergreen Habitat for HumanityminorGTM or Marketing PartnerHabitat for Humanity affiliate receiving corporate volunteer support and sponsorship for community building programs.
• Partners in CareersminorGTM or Marketing PartnerLocal workforce development nonprofit supported through community investment and volunteer efforts.
• NAMI SW WashingtonminorGTM or Marketing PartnerNational Alliance on Mental Illness affiliate for Southwest Washington. Supported through corporate giving and community investment.
• Parks Foundation of Clark CountyminorGTM or Marketing PartnerParks and recreation foundation supporting Clark County parks system through corporate sponsorship.
• Friends of the ChildrenminorGTM or Marketing PartnerNational nonprofit focused on mentoring children facing adversity. Supported through corporate giving and volunteer programs.
• WSU VancouverminorGTM or Marketing PartnerWashington State University Vancouver campus partnership including student mentorship, career development support, and guest lectures at business school.
• Financial Planning Association of Oregon & SW WashingtonminorGTM or Marketing PartnerProfessional association for financial planners. Team members serve in leadership roles including past president positions. Supports industry development and professional education.
• Private Client ServicescoreChannel Partner/ Reseller/ DistributorFINRA/SIPC member broker-dealer through which securities are offered by registered representatives. Separate and unaffiliated from Johnson Bixby. Securities custody and brokerage services provider.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Facet Wealth: A fee-only Registered Investment Adviser serving mass-affluent and HNW clients with a flat-fee subscription model, integrated financial planning, and tech-enabled delivery. Highly comparable to Johnson Bixby's fee-based RIA model serving affluent clients with planning-led advice, though Facet operates nationally via virtual delivery.
• Modera Wealth Management: Fee-only Registered Investment Adviser offering comprehensive financial planning, investment management, tax planning, and estate services to individuals and families. Closely comparable in service mix and client profile to Johnson Bixby, though Modera is larger and operates on the East Coast.
• Buckingham Wealth Partners: Fee-based RIA providing comprehensive financial planning, investment management, tax strategy, and estate planning for HNW individuals and families. Mirrors Johnson Bixby's planning-led, fee-based model with comparable advisor-credential requirements.
• Glassman Wealth Group: Independent fee-based wealth management firm providing investment management, financial planning, tax strategies, and estate planning. Similar in service mix and fee-based RIA structure to Johnson Bixby, though larger in AUM and based in the Mid-Atlantic.
• Halbert Hargrove: Fee-based wealth advisory firm offering investment management, financial planning, tax planning, and legacy planning to HNW individuals and families. Closely comparable to Johnson Bixby in business model and client focus, with similar longevity in the independent RIA space.

Broad incumbents

• Carson Wealth: National fee-based RIA and wealth management firm providing comprehensive financial planning, investment management, and tax planning services. Operates a similar planning-led, fee-based model to Johnson Bixby but at materially greater scale and national footprint.
• Creative Planning: Large fee-only Registered Investment Adviser providing holistic financial planning, investment management, estate planning, and tax strategies to individuals and families. Overlaps directly with Johnson Bixby's service portfolio but operates at substantially greater scale with offices nationwide.
• EisnerAmper Wealth Advisors: Wealth management and advisory practice within a larger accounting and consulting firm, providing fee-based financial planning, investment advisory, and tax coordination. Overlaps with Johnson Bixby's planning-led, fee-based RIA model and integrated tax-services approach.
• Edelman Financial Engines: Large independent Registered Investment Adviser providing financial planning and investment management to individuals and families, including through employer-sponsored programs. Comparable in service lines and fee-based RIA structure but operates at substantially greater scale nationally.
• Savant Wealth Management: Fee-based Registered Investment Adviser providing comprehensive financial planning, investment management, tax planning, and estate strategies to affluent individuals and families. Similar service architecture and fee-based RIA structure as Johnson Bixby but at a national, multi-office scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@johnsonbixby
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• LinkedInlinkedin.com/company/johnson-bixby

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Johnson Bixby