The Johnson Financial Group’s story began in the mid-1900s with a young industrialist named Wallace E. Carroll, who started a manufacturing company. Through hard work, commitment and integrity, Wallace grew his small company into a global conglomerate that included an airline, railroad, and insurance company, as well as 80 manufacturing companies.
As the business grew, so, too, did his family’s financial complexities.
Wallace responded by creating an office to manage his family’s investments, land holdings, accounting, philanthropy, and other family needs.
A Better Way to Manage Wealth
In 2002, Wallace’s grandson, Brandon Johnson, took the helm as CEO of the family office and formed Johnson Financial Group to evolve the family’s approach to wealth management, focusing on increasing transparency, lowering fees, removing conflicts of interest and striving to achieve better outcomes.
Over time, Brandon saw a unique opportunity to offer the same high-end services to other like-minded families, and in 2010 he expanded his family office to serve a select group of ultra high net worth families across the United States.
Brandon and the Johnson Financial Group team recognize that high net worth families face similar challenges as our family office clients. With the goal of expanding our mission-driven approach to other families, Johnson Financial Group created JFG Wealth Management. Today, we are bringing our best-in-class approach to managing and transferring wealth to help more families achieve their financial goals.