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Invest smarter. Build a plan. Leave a lasting legacy.

Let’s work together to develop a wealth strategy that helps tell your unique story and accomplish your goals.

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How can we help you today?

Wealth Insights

Loren Fellows and Zach Knudsen
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Customized solutions based on your unique financial story

Whether you're an individual looking to build a financial plan or an organization seeking to become an employer of choice with a comprehensive retirement plan, our advisors will take the time to understand your story and provide tailored solutions.

  • Airline Pilots

    Helping pilots and their families plan a comfortable and confident retirement since 1997.

  • Physicians

    From residency to retirement, we're here to guide your financial future.

  • Attorneys and Law Firms

    Specially designed for attorneys who have unique needs and desire exclusive financing options to help craft their story.

  • I built my veterinary practice by making relationships a priority. Of utmost importance was our financial and banking relationship.  I found an exceptional partner and advisor in our commercial banking lending team at Johnson Financial Group. They took time to learn the business and approached the advisory role as if they were looking out for the best interests of The Animal House, almost as if it were their own entity. They tailored their approach to align with my personality and work style. This is the essence of what Johnson Financial Group brings to the relationship, respect for the client and integrity in business dealings.

    Dr. Pat Warpinski

    Private Banking and Wealth Client, Green Bay

  • In Minneapolis, we did our banking with a very large institution. There were no personal ties. When we came to Madison, we met with a Johnson Financial Group banker who knew our names and learned about our situation and our goals. We started with private banking and quickly added mortgage and wealth management. Many years later, when my job was eliminated, the Johnson Financial Group team was right there to work through financial scenarios, which gave us confidence in our next steps. We recommend the JFG team for anyone seeking financial expertise on a first-name basis.

    Kelly C.

    Private Banking and Wealth Client, Madison

  • When we moved our accounts to Johnson Financial Group, I really noticed a culture shift. It didn’t feel corporate, rather it felt like we were working with neighbors and friends. Even though I’d had good banking relationships before, this was completely different. It’s been easy to work with JFG—I can’t emphasize that enough. Our approach has always been to find the best possible partners and lean into their advisory skill sets. This requires a high level of confidence and trust. We now have this financial team—across wealth management, banking and trusts—who we can call when we have a big decision to make. If you’re looking for a partner who’s truly going to look out for your best interests, look at JFG.

    Collette LaRue

    Private Banking and Wealth Client, Green Bay

  • What we had before, with a very large bank, was a purely transactional relationship. There, the basic wealth services were too templated, too cookie-cutter. But the concierge wealth services didn’t fit either— someone there told us, ‘You’re not really in my target audience but I’ll help you out.’ We don’t want either of those things. What we want is real partners watching out for us and that’s what we got at Johnson Financial Group. At JFG, we get advice from people who know us, designed for our wealth situation and our life stage.

    Lindsay F.

    Private Banking and Wealth Client, Madison

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Committed to putting you first

At Johnson Financial Group, we take a holistic approach to helping you create a thriving, healthy future. An approach grounded on the understanding that your financial goals are not separate from your personal goals. They're inextricably linked. As an independent family-owned company, we get it. 

We listen. We learn. We focus on putting your happiness at the heart of everything we do. 

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Committed to You

Putting our clients first by being committed to understanding your wishes and being a trusted advisor.

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Meeting Your Needs

Working as team to create innovative banking and wealth solutions for your unique challenges.

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Strength and Stability

For more than 50 years, we've been invested in what matters - for our customers, our associates and our communities.