Navigate Your Financial Future with Confidence

Personalized wealth management and advisory services backed by over 40 years of combined experience in operations management, investing, and accounting.

40+
Years Combined Experience
2
Core Service Areas
CPA
Certified Expertise

Our Services

Two focused areas of expertise to help you build and protect your financial future.

📈

Wealth Management

Personalized wealth building strategies backed by 20+ years of experience.

Key Features

  • ✓Personalized investment portfolio management
  • ✓Long-term wealth building strategies
  • ✓Retirement planning and income strategies
🧮

Advisory Services

Comprehensive advisory with CPA expertise and 40+ combined years of experience.

Key Features

  • ✓Tax planning and strategy
  • ✓Financial statement analysis
  • ✓Business advisory services

Why Choose Calm Harbor?

Experience That Matters

Over 40 years of combined experience in operations management, personal investing, and accounting.

Personal Approach

Work directly with your advisors. No call centers, no being passed around—just personalized attention.

CPA Expertise

With a CPA on our team, we integrate tax planning with your overall financial strategy.

Practical Guidance

No jargon, no cookie-cutter solutions—just thoughtful, actionable advice tailored to your situation.

Meet Your Advisors

Our team brings decades of combined experience to help you achieve your financial goals.

KJ

Keith Johnson

Wealth Management & Advisory

20+ years operations management and personal investing

JLJ

J Lynn Johnson CPA

Advisory Services

20+ years experience, Certified Public Accountant

Latest Insights

Stay informed with our expert analysis and market perspectives.

Technology8 min read

The Future of Financial Technology: Trends to Watch in 2025

Explore the cutting-edge trends shaping the financial technology landscape in 2025 and beyond.

Sarah Johnson
Investment6 min read

Sustainable Investing: Aligning Profits with Purpose

Learn how sustainable investing strategies can deliver both financial returns and positive social impact.

Michael Chen
Market Analysis7 min read

Navigating Market Volatility: Strategies for Uncertain Times

Expert insights on maintaining portfolio resilience during periods of market uncertainty.

Emily Rodriguez

Ready to Get Started?

Schedule a consultation to discuss your financial goals and learn how we can help.

Call 863-252-2813