Photo of Phil Johnson

Walking proudly in his father's footsteps

Phil Johnson takes a “total planning” approach to helping his individual and business clients. With a concentration on savings, investment, and insurance services, Phil is following in the footsteps of his father Paul, a longtime Toledo-area advisor.


A lifelong Toledo native, Phil is a graduate of The University of Toledo.


Securities Registered in AL, AZ, CO, FL, IL, IN, MI, NC, OH, SC, WA

Securities Registration Series 6, 7, and 63

Securities Designations
LUTCF® (Life Underwriter Training Council Fellow)
CLU® (Chartered Life Underwriter)


Phil and his wife, Terri, have two children—Danielle and Nicholas.

For long-term investors, strong absolute returns and downside protection are both essential goals. To reach them, we believe individuals need to look beyond recent market performance and take a longer-term view. The priority should be to invest in a diversified portfolio that can weather a range of market environments.

*Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

Pictured from left to right: Phil Johnson,
Danielle Addison, and Gary LeSage

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.
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