Johnson Bixby

Johnson Bixby Financial planning for individuals and families in SW Washington and Oregon - and beyond - since 1983 WE ARE FINANCIAL PLANNERS, ADVISORS, AND CONFIDANTES.

Since 1983, individuals and families in Southwest Washington and Oregon – and beyond – have counted on Johnson Bixby as their trusted financial planners. START WITH MAKING INFORMED DECISIONS. At Johnson Bixby, we help our clients make informed decisions to navigate life’s many turns and reach their goals using a comprehensive approach to financial planning and portfolio management. SEE WHAT'S POSS

IBLE. We are experts who use our technical knowledge and care to help people see what’s possible in life. That’s what makes us different: expertise + empathy. We hear what’s not being said. We surface the questions you’re not asking but should be. All in service to helping you live your best life. TAKE THE LONG VIEW. It’s our steady, patient approach to financial planning and investment strategy that works well for the individuals and families who partner with us. Our financial planners work with people through all stages of life – from college funding to retirement and all the changes and decisions in between.

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Johnson Bixby is an SEC Registered Investment Advisor. This platform is intended solely for informational and educational purposes. Advisory services are offered only to clients or prospective clients where Johnson Bixby and its representatives are properly licensed or exempt from licensure. Investing involves risk, including the potential loss of principal capital, and past performance does not guarantee future results. Engagements such as "likes," comments, and shares are not endorsements of Johnson Bixby, its advisors, or its services. While we monitor activity on this page, we do not endorse or necessarily share the opinions expressed by site users. Please refrain from posting testimonials, reviews, or specific investment advice as they are prohibited under securities laws. We kindly ask that your comments focus on industry-related educational topics. Third-party rankings or recognitions featured on this page do not guarantee future investment success or outcomes and are not indicative of any particular client's experience. These ratings should not be construed as endorsements of Johnson Bixby. For specific investment advice or information about our services, please contact us directly or visit our website at johnsonbixby.com. Advisory services offered through Johnson Bixby, an SEC Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Johnson Bixby and PCS are separate and unaffiliated.

Join us for our next Free Financial Planning Day on Wednesday, September 23!Get personalized, complimentary 1:1 guidance...
09/02/2026

Join us for our next Free Financial Planning Day on Wednesday, September 23!

Get personalized, complimentary 1:1 guidance from one of our Certified Financial Planners® on budgeting, managing debt, income planning, education savings, and more.

Reserve your 30-minute session—available via Zoom or in person at our downtown Vancouver office.

Schedule Here: https://forms.office.com/pages/responsepage.aspx?id=f_t2St9j1kqrmEj3JvDhkZI2dp9nuwJDmAAtLfKlI5RUNjZKOE5ITVMzSE9ROE9WUU5XT083RktHOS4u&route=shorturl

Five years! Five years of big ideas, brand strategy, storytelling, communications, marketing campaigns, edits, rewrites,...
08/28/2026

Five years!

Five years of big ideas, brand strategy, storytelling, communications, marketing campaigns, edits, rewrites, “quick questions,” and the occasional debate over where the comma belongs.

Today, we celebrate Kristi Koebke's five-year anniversary with Johnson Bixby. As Chief Marketing Officer, she has a hand in just about every way we communicate who we are and what we do. From internal communications and external messaging to writing, marketing strategy, and keeping our brand consistent, she and her team manage to make a very large number of moving pieces look easy - we know it's not! Kristi brings creativity, clarity and just the right amount of “let’s make this better” to the work every day.

Ever the learner, she brings these talents to all aspects of her life—always exploring someplace new, cooking something delicious, or sharing time with friends. Her creativity, commitment, humor and leadership have made a lasting impact not just here at work, but in the many ways she shares her talents with the community.

Congratulations, Kristi, on five fantastic years of making words matter, brands stronger and ideas better. We're lucky to have you—and we look forward to seeing what big ideas you come up with next to continue creating ripples of positive impact!

08/25/2026

Kristen came to Johnson Bixby expecting financial planning.

Instead, conversations about money became conversations about her goals, passions, values and the future she wanted to create.

As she puts it, those conversations led to changes that “measurably enriched my life.”
That’s the kind of financial planning we believe in: looking at the whole picture in a very personal way.

Curious about working with us? Let’s talk about what financial planning could look like for you. Reach out: https://johnsonbixby.com/contact/

This testimonial was provided by a current client of Johnson Bixby and is not a recommendation of Private Client Services LLC. The experiences described may not be representative of all clients and there is no guarantee of future performance or success. No compensation was provided directly or indirectly.

08/21/2026

Sometimes, life changes overnight.

After the death of her father, Kristen suddenly found herself responsible for an irrevocable trust, real estate and investments—while working full time and managing everything from a state away.

“I knew I needed someone knowledgeable and trustworthy to help me navigate my new financial landscape.”

Kristen’s story is a reminder that financial decisions are often inseparable from the moments happening in our lives.

Curious about working with us? Learn more about what it’s like to work with Johnson Bixby.

This testimonial was provided by a current client of Johnson Bixby and is not a recommendation of Private Client Services LLC. The experiences described may not be representative of all clients and there is no guarantee of future performance or success. No compensation was provided directly or indirectly.

What’s the real cost of college? Most families (and students) think they’ve fully budgeted for college until they start ...
08/19/2026

What’s the real cost of college?

Most families (and students) think they’ve fully budgeted for college until they start to see the extra expenses adding up. See what one student’s research revealed about preparing financially for higher education.

Read more on our blog, Planning Matters:

The cost of college is high. Learn about hidden costs beyond items you may think of like tuition, room and board.

Please join us in celebrating Trisha Townsend on an exciting accomplishment—she has officially become a Gallup-Certified...
08/12/2026

Please join us in celebrating Trisha Townsend on an exciting accomplishment—she has officially become a Gallup-Certified Strengths Coach! 🎉

The CliftonStrengths® certification is a wonderful next step in building on the knowledge and passion Trisha already brings to making our teams better every day.

By the way, Trisha's top CliftonStrengths are: 1. Developer, 2. Empathy, 3. Consistency, 4. Harmony, and 5. Input.

Congratulations, Trisha! We’re so proud of you and excited to celebrate this achievement with you.

At Johnson Bixby, we believe financial planning is about more than growing assets. It’s about helping people create mean...
08/05/2026

At Johnson Bixby, we believe financial planning is about more than growing assets. It’s about helping people create meaningful lives, support the people and causes they care about and invest in the communities where they live and work.

That philosophy is at the heart of a recent conversation between Heidi Johnson Bixby, CFP®, and host Adriana Baer on the I’m Into This Place podcast.

Read more on our blog, Planning Matters:
https://johnsonbixby.com/the-community-impact-of-financial-planning/

Listen to the podcast: https://imintothisplace.com/episodes/johnson-bixby

Learn how one of the benefits of financial planning is the confidence, freedom and opportunities it creates.

Join us for our next Free Financial Planning Day on Wednesday, August 26!Get personalized, complimentary 1:1 guidance fr...
08/03/2026

Join us for our next Free Financial Planning Day on Wednesday, August 26!

Get personalized, complimentary 1:1 guidance from one of our Certified Financial Planners® on budgeting, managing debt, income planning, education savings, and more.

Reserve your 30-minute session—available via Zoom or in person at our downtown Vancouver office.

Schedule Here: https://forms.office.com/pages/responsepage.aspx?id=f_t2St9j1kqrmEj3JvDhkZI2dp9nuwJDmAAtLfKlI5RUNjZKOE5ITVMzSE9ROE9WUU5XT083RktHOS4u&route=shorturl

For many people, art begins and ends in a museum.For Heidi Johnson Bixby, CFP®, it's something much broader.It's a mural...
07/29/2026

For many people, art begins and ends in a museum.

For Heidi Johnson Bixby, CFP®, it's something much broader.
It's a mural that greets you on your morning walk.
It's the downtown sculpture that tells the story of a community.
It's the thoughtfully designed space where meaningful conversations happen.

In a new episode of the I'm Into This Place podcast, Heidi shares why she’s passionate about supporting arts and culture in Southwest Washington and how that commitment reflects Johnson Bixby’s broader mission of helping people build meaningful lives through financial confidence.

We can't wait for you to listen: https://ow.ly/3VW850Zs8xV

What does art have to do with financial planning?More than you might think.In a special I'm Into This Place podcast conv...
07/28/2026

What does art have to do with financial planning?

More than you might think.

In a special I'm Into This Place podcast conversation, our CEO, President and Owner, Heidi Johnson Bixby, CFP®, talks with Adriana Baer about how creativity influences the way she approaches financial planning, leadership and philanthropy.

The conversation also explores why Johnson Bixby has been a longtime supporter of the arts in our community and how creativity helps make Vancouver a place people are proud to call home.

We're excited to share it with you: https://imintothisplace.com/episodes/johnson-bixby
And thank you to the IITP team for being into this place!

Address

275 West Third Street, Suite 600
Vancouver, WA
98660

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13606951795

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