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Willis Johnson Wealth did not pay for consideration for any of the awards listed above but has paid to use the logo to promote each award listed above.  
Third-party rankings do not guarantee future results or better performance and are not client endorsements. They reflect general evaluations, not any one client’s experience. Willis Johnson Wealth believes the award processes were fair but recommends reviewing each awarding party’s terms and conditions. Check the awarding party’s website to see the full terms and conditions for awards. All investment advisors have a fiduciary duty to act in their clients’ best interest. WJW is not free from all conflicts and thoroughly discloses its conflicts of interest within Form ADV Part 2A and Part 3, located on the Firm’s website. 

We specialize in helping corporate executives and Shell, BP, and Chevron professionals navigate complex compensation packages and implement strategies designed to build wealth.


Many financial firms wait for you to identify your needs before offering solutions. We anticipate challenges before they arise, bringing fresh ideas that serve your goals to every meeting.

Why Corporate Executives and Energy Professionals Choose Willis Johnson Wealth

Go beyond advice. Experience proactive partnership on your path to financial independence.

Planning

Proactive
Planning

benefits

Corporate Benefits Acumen

team

Team-Based Approach

tax

Integrated Tax Services

Learn More

Turning Complex Energy Compensation into Clear Financial Strategy

We know your benefits inside and out, so you can maximize every opportunity

WHO WE SERVE
shell
Shell Professionals
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Chevron Professionals
bp
BP Professionals
corporate
Corporate Professionals

For decades, we’ve built deep specialty knowledge serving professionals at major energy and other Fortune 500 companies.

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When a client asks, "Why is my pension decreasing even though I’m working longer?" we can break down their specific pension formula from memory. This depth of knowledge allows us to catch things others might miss and help you fully maximize your benefits.

Willis Johnson Wealth By the Numbers

Polygon 5
200+
Families Served Nationwide
Top 200
Financial Advisors
FA Mag (2017-2024)
0+
Certified Professionals
CFPs® or CFAs®
$.1B
Assets Under Management
(As of December 31, 2025)

 Assets under Management and Assets under Advisement include discretionary and non-discretionary regulatory assets under management. 
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Willis Johnson Wealth was ranked #211 on Financial Advisor Magazine’s Top RIAs in the U.S. list for 2025, as well as each year from 2017–2024. Rankings are based on assets under management for the prior year, using data supplied by firms through questionnaires. The firm did not pay to be considered, but did pay to use the award logo and to promote its ranking.

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Trusted Insights,
Lasting Guidance

A team approach to your complete financial picture

When you partner with Willis Johnson Wealth, you gain a team of specialists deeply rooted in your industry, prepared to guide you through decades of decisions with confidence. Our proactive, technical, and collaborative approach means every strategy is designed with one mission in mind: making the complex simple.
MEET THE TEAM