About Calm Harbor
We provide personalized wealth management and advisory services built on decades of combined experience in operations management, personal investing, and accounting.
Our Mission
At Calm Harbor, we believe that financial success is built on trust, expertise, and a deep understanding of each client's unique situation and goals.
We're committed to providing personalized, hands-on financial guidance that empowers our clients to make informed decisions, build their wealth, and secure their financial futures.
Our Core Values
Integrity
We operate with the highest ethical standards in everything we do.
Partnership
We build long-term relationships based on mutual trust and respect.
Personal Service
We provide personalized attention and guidance tailored to your needs.
Excellence
We strive for excellence in every client interaction and decision.
Meet Our Team
Our team brings together over 40 years of combined experience in operations management, personal investing, and accounting.
Keith Johnson
Wealth Management & Advisory
20+ years operations management and personal investing
J Lynn Johnson CPA
Advisory Services
20+ years experience, Certified Public Accountant
Why Choose Calm Harbor
Experience That Matters
With over 40 years of combined experience, we bring deep knowledge in wealth management, tax planning, and financial strategy to every client relationship.
Personal Approach
We take the time to understand your unique situation, goals, and concerns. No cookie-cutter solutionsājust thoughtful, personalized guidance.
CPA Expertise
With a CPA on our team, we offer comprehensive advisory services that integrate tax planning with your overall financial strategy.
Direct Access
When you work with Calm Harbor, you work directly with us. No call centers, no being passed aroundājust direct access to your advisors.