For Clients – 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

For easy step-by-step support on how to access and utilize your Johnson Lyman Client Portal from your computer.
Brief Intro to the JL Client Portal
Make the Most of Your JL Client Portal

For secure and convenient access to your Johnson Lyman Client Portal from your tablet or smart phone. Use ‘JohnsonLyman’ as your Portal Code when prompted. Mobile App: iOS & Android,

Schedule a Meeting With Us

Client Planning Meeting

Schedule a Planning Meeting during our regular Spring and Fall client meeting cycles.
Zoom | Office

Client Planning Meeting

Schedule a Topic Meeting when you’d like to speak to us on a special topic.
Zoom |Office

Need help finding our office? Office Address | Detailed Site Map
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