Johnson Lyman Wealth Advisors

Access our complete set of financial planning and investment management tools. This includes your comprehensive Financial Model, complete reporting on your Managed Portfolio, and your secure Document Vault.

Access Your Client Portal

Your Client Portal provides access to your Portfolio Dashboard, Financial Model, and Secure Box Folder.
Need help using your Client Portal?
View the Brief Intro or Full Demo videos.
Want to access your Client Portal on your phone?
Download the iOS or Android WealthView app and use ‘JohnsonLyman’ as your Portal Code.
Looking for Schwab Alliance?
Log in here to view your Schwab accounts.

Schedule a Meeting With Us

Planning Meeting

Schedule a 90 minute Planning Meeting during our regular Spring and Fall client meeting cycles.

Topic Meeting

Schedule a 60 minute Topic Meeting when you’d like to speak to us on a special topic.
Need Help Finding Our Office?
See our Office Address and Map.
Refer to our Detailed Site Map upon arrival.

Wondering about our Covid-19 policy 

for in-person meetings?

Read it here.
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