linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Johnson & White Wealth Management LLC

Headquartered in YORK, PA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Johnson & White Wealth Management LLC is a registered investment advisor based in York, PA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other client types. They manage over $364 million in assets and have a team of six investment advisor representatives. The firm also offers a wrap fee program and has a website at johnsonandwhite.com.

Johnson & White Wealth Management LLC

224 ST. CHARLES WAY

YORK, PA 17402

$364.77M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

JOHNSON & WHITE WEALTH MANAGEMENT LLC has a total of 1 branch locations across the country.
location

YORK, PA

Advisors at Johnson & White Wealth Management LLC

View All 5 Advisors
Unclaimed
Sara Robyn Brackett

RA

YORK, PA

View Profile
Unclaimed
Jordan Scott Abell

RA

YORK, PA

View Profile
Unclaimed
Robert William Allan

RA

YORK, PA

View Profile
Unclaimed
Timothy Paul White

CFP®, RA

YORK, PA

View Profile
Unclaimed
Melinda Jean Bodi

RA

YORK, PA

View Profile
Unclaimed
Christopher Lynn Johnson

CFP®, RA

YORK, PA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Johnson & White Wealth Management LLC is right for you?

Disclosures

There are no public disclosures for Johnson & White Wealth Management LLC.

Frequently Asked Questions (7)

Not sure if Johnson & White Wealth Management LLC is right for you?