Meet Our Team
Comprised of Fully Certified Professionals
Family Helping Families
Capable & Willing
Experienced & Knowledgable
Learn Our Approach
Providing Access To Industry Leading Financial Advisors
Employing Simple Financial Solutions
Handling Your Assets With Care
Giving You Guidance That You Can Trust
Everything You Planned For & Everything You Didn’t
As a family business, Johndrow Wealth has the rewarding experience of guiding our clients as their own families grow and needs change. We want to ensure they are protected for life’s changes. In developing a financial plan, we help to assure income and financial well-being for now and future generations. We bring families together to discuss multi-generational wealth transfer to beneficiaries—be that family or friends.
Longer life spans have changed how we view our retirement. While some will transition to a slower lifestyle, just as many gear up for an exciting time of new adventures. Our Retirement Income Certified Professional® (RICP®), Lori Johndrow, has over 30 years of experience creating retirement plans that aim to create lifelong income streams and timeless assets. Having a plan for your golden years mitigates the need to ask yourself:
“will I run out of money in retirement?”
Millennials and Gen Z & X often feel isolated by financial advisors who typically look ready for retirement themselves. These advisors may not understand new issues facing our generation, such as student loans. We hear you! So, we developed Next-Gen, a financial advisory subscription service tailored to your passions around making a mark on this world. By learning your investment vision, financial advisor Maggie Johndrow develops a plan that is customized for your goals!
Transitioning into a new career? Looking to lay a nest egg for your family? Taking ownership of the finances now that you’re divorced or widowed? Or, simply, you want to build wealth to attain the retirement of your dreams. Women come with a unique set of wants, needs, and responsibilities. Take your first steps to financial freedom with our female advisors—Lori and Maggie—who understand your values as a woman while being free of intimidation on your road to financial success.
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Jackie and John are an insurance power couple that we connected with while they were at Aetna and The Hartford, respectively. As their financial advisors, we have fostered a strong relationship with them, providing high-level investment advice on topics such as the recent sale of Aetna to CVS.