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Johnson Bixby
Johnson Bixby is a financial planning firm in Vancouver, Washington that provides financial planning and portfolio management. The firm helps individuals,...
Overview
Johnson Bixby is a financial planning firm in Vancouver, Washington that provides financial planning and portfolio management. The firm helps individuals, couples and families create financial plans across life stages, including retirement strategies, tax strategies and planning, and estate and legacy planning. Clients in Southwest Washington and Oregon—and beyond—work with the firm as trusted financial planners. Advisory services are offered through Johnson Bixby, an SEC Registered Investment Advisor.
General information
Firm type
RIA
Location
City
Vancouver
Principals
Heidi Johnson Bixby
CFP® — CEO, President and Financial Planner; owner
Kimberly S. Baker
CFP® — Director of Financial Planning / Financial Planner
Zach Reuter
CFP® — Financial Planner
Amanda Reynolds
CFP®, CPA, MA — Financial Planner
Patricia Spies
CFP®, MBA — Financial Planner
Lynn Snyder
CFA, MBA — Portfolio Manager
Alexander Ali
CFP®, AFC® — Financial Planner
Lana Alvarez — Compliance/Audit Manager
Rachel Gorretta — Marketing & Communications Director
Cynthia Boman Thompson
MS, CFP® — Chief Financial Officer
Kristi Koebke — Chief Marketing Officer
Juli Potts
SHRM-CP, PHR, CCP — Chief People Officer
Megan Dixon
CAP® — Director of Community Investments & Relationships
Mandy Peterson — Client Services Manager
Heidi Johnson Bixby
CFP® — CEO, President and owner
Frequently asked questions
What is Johnson Bixby's investment strategy?
Johnson Bixby's investment strategy is not publicly documented. The firm has no known asset-class mix, sector focus, or geographic footprint. No portfolio companies, deals, or co-investments have been attributed to the firm in public sources.
How much capital does Johnson Bixby manage?
Johnson Bixby does not disclose its AUM. No regulatory filings, press reports, or marketing materials provide a figure. The firm's capital base is entirely opaque.
Where does Johnson Bixby's wealth come from?
The origin of wealth behind Johnson Bixby is not publicly disclosed. No family name, industry source, or generational context has been linked to the firm.
Does Johnson Bixby make direct investments or fund commitments?
The firm's investment vehicle structure is not publicly known. No information exists to confirm whether Johnson Bixby engages in direct investments, fund commitments, co-investments, or other strategies.
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