Stephen Johnson | Boston, MA Financial Advisor | Adviser Investments
Stephen Johnson
Vice President, Portfolio Manager
617.321.2200 Contact Stephen
617.321.2200

Stephen Johnson

Vice President, Portfolio Manager


Background Experience

Steve joined Adviser Investments in 2017 upon the acquisition of Braver Wealth Management. Steve started his investment career with Morgan Stanley Dean Witter and spent 14 years at Charles Schwab overseeing individual clients’ planning, portfolio design and allocation strategies. He was a frequent presenter at Schwab seminars, has spoken before national audiences about issues and opportunities in the markets. In 2021, Steve was honored in Boston magazine for the eighth time as a Five Star Wealth Manager, and has been quoted by Boston magazine, The Boston Globe, USA Today and The Washington Post. Steve holds a B.A. from the University of Vermont and is a magna cum laude graduate from the University of Maine School of Law. Admitted to the Massachusetts Bar, he spent a year with Bowditch and Dewey before realizing that his financial cases were the most interesting, precipitating his career change. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2012 and his Certified Private Wealth Advisor® (CPWA®) credential in 2014.

Awards

Five Star Wealth Manager (2012, 2013, 2014, 2015, 2018, 2019, 2020, 2021)

Certifications

J.D., CFP®, CPWA®

The Best Financial Advice I Ever Received

The most important rule in personal finance is I>E. Your income needs to be greater than your expenses.

Call: 617-321-2200
Address

85 Well Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Cash Flow Planning
Medicare Planning
Pension Analysis
Social Security Analysis
Employee Benefits Maximization
Investment Management

Stephen's Insights

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For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.

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