Individuals & Families

Wherever you are, your financial future deserves a plan.

Whether you're just getting started, managing a growing household, or looking ahead to retirement, financial clarity makes every life decision easier. At Johanson & Yau, we help individuals and families navigate their biggest financial moments with insight, structure, and a tax-smart approach that keeps everything aligned—today and tomorrow.

Questions You Might Be Asking

We bring structure and simplicity to the planning process. By combining investment management, tax planning, risk analysis, and estate considerations under one roof, our team helps you stay focused on what matters—without losing sight of the big picture. You’ll always know where you stand and what comes next. Here are just a few questions we help our clients answer:

Are we saving enough for our children’s education?
Can we afford to upgrade our home—or buy our first?
How do we manage debt while building wealth?
What’s the best way to invest for long-term goals?
Are we prepared in case something happens to one of us?
How do we balance today’s needs with future plans?
Is now the right time to start thinking about retirement?

Common Goals We Help You Pursue

Buy a home with confidence
Save for college or milestones
Invest intentionally
Create a financial safety net
Plan for retirement early
Protect your family’s future

Integrating Your Wealth Picture

Investment Management

Wealth Management

College Planning

Retirement Planning

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Build the life you want—with a plan that supports it. 

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Who We Serve

From tech professionals to business owners, discover the people we help and the problems we solve.

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Our Approach

Our approach is personal, practical, and built around your life—not just your assets.

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Wealth Services

Get to know our approach to financial planning, investment management, and equity compensation strategies.

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