Ross\Johnson & Associates, LLC is a financial advisory firm focused on helping individuals and families plan for financial success. The firm specializes in wealth accumulation, distribution, and conservation, and supports clients through the different stages of their financial planning lives. Its approach includes continuous monitoring intended to help clients pursue long-term financial success. The firm’s stated promise is to provide resources that help clients define, discover, and work toward financial goals for their families.

Founded on a shared vision, Ross\Johnson & Associates continues to be guided by Patrick Ross, who has more than 30 years of experience in the financial services industry. The firm’s team of experienced financial advisors assists clients with their financial planning needs. Advisory services are offered through Ross\Johnson & Associates, LLC, an SEC-registered investment adviser. Insurance products are offered separately through licensed individuals affiliated with the firm. The website also makes firm disclosures available, including Form ADV and Form CRS.