Philosophy

Our Core Purpose

We exist to earn the satisfaction and reward of helping to free people from financial worry.

Our Core Values

Integrity: Independent Advocacy for Our Clients
At JS, you come first. Today's investors demand investment choices and sound, independent advice. JS provides a wide selection of investment options, along with the independent advice and experience to help you make informed decisions. By providing fee-based services at an excellent value, we put freeing you from financial worry ahead of anything else. We succeed when you succeed - period.

Excellence: In Service and Products
JS professionals work with you to tailor a long-term individual investment strategy to your unique needs. Based on your individual risk tolerance and investment objectives, we build a diversified portfolio of assets, resulting in an efficient structure for your investment portfolio.

Compassion: We Get It
We are real people like you - with families, careers, and communities. We understand that your investments are just one part of your financial life. We will take the time to get to know you and your financial planning priorities. To ensure you get the best advice in each area of financial planning services, we will refer you to independent specialist practitioners - accountants, lawyers, estate planners, and insurers - in whom we have the highest confidence.

Wisdom: Experience You Can Trust
Since 1976, the Johnson Sterling Paul family of companies has achieved a reputation for excellence in investment management services and in client care, from design and management of institutional benefits plans to investment management for individuals. We have performed our service by keeping in touch. We devote personal attention to each client, through meeting with you regularly to review investment performance and planning goals.

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