TIRED OF THE FINANCIAL TALK?

 

TAKE A WALK WITH US

 
 
 
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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

 
 
 
 
 
 
 
 
 
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Everything You Planned For & Everything You Didn’t

 
 
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Financial Goals Planning

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.

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Retirement Planning

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?”

Next-Gen Planning

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!

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Wealth Management for Women

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.

Do something today that your future self will thank you for
— Sean Patrick Flanery
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Join the JWM Family
By Learning More

 
 

Upcoming Events

Mark your calendars for our upcoming client and public events

Blog

Access sound advice from our team and associated professionals

In The Community

Learn about our community initiatives and see how you can get involved

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In The Media

View our notable media appearances across television, radio, and print publications

 
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Client Stories

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.

 
 

Schedule Your Free Consultation

We know that you have pressing questions about financial planning, college planning, retirement accounts, taxes, estate planning and much more. Schedule a FREE consultation today to have your questions answered by a financial professional that is an expert in their field.

 
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