Welcome to The Biddle Johnston Wealth Management Team. You may be visiting our website because you are an existing client, or you have come here because you are wondering if there is a better way to manage your finances. You have come to the right place. We are here to listen and help!
We focus on Possibilities-Based Planning instead of Goals-Based Planning. We help you create an idea of what is possible in the long-term, the mid-range and the short term. We help create a vision of what your life would look like if you had and did everything you wanted, and we help prioritize the importance of the objectives you have identified. We listen, identify the gaps, and help build a bridge across the chasm. We realize that money is simply a tool used to enhance what people value the most: better health and better relationships.
We are discretionary portfolio managers who look after all the aspects of managing your accounts. We work with individuals and families who want to collaborate with a team that focuses on maximizing gains while keeping clients protected during market volatility. We monitor accounts on an ongoing basis to take advantage of market conditions and opportunities. While we cannot control how much downside the market provides during a correction, we can control how much of the downside your account receives. We aim to avoid 60% or more of the downside in any significant downturn. By working with us, we are going to increase the time you have available for other things. If you have an extra two hours a week, by not having to manage your accounts, think of the things you could do with that time!
We have over 75 years of joint experience serving the wealth needs of businesses and individuals. When dealing with families, our managed approach allows the children to benefit from our expertise because we offer a family plan. This plan bundles assets together for billing purposes, ensuring fees are kept low and manageable for all members of your family. We also provide financial planning, estate planning, insurance, and lending services.
We connect with our clients throughout the year with calls and meetings, monthly blog posts and podcasts, and quarterly information sessions for our clients to join to see firsthand how our team handles the market. Your success and peace of mind is our top priority, and we would love to work with you to see how you can benefit from our process.
To arrange a complimentary consultation or for more information on our services, please contact Ashley Nichols at (780) 945-5238 or toll-free at 1 (800) 661-7423.