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MARCUS JOHNSON

My purpose is to have a positive impact on those I serve. I believe, more than anything, that successful families deserve to be understood and heard and have someone partner with them, and advocate for them, to achieve their purpose.
We help very successful business owners, executives and their families make smart decisions with their money.
For nearly 15 years, I was asked to serve as a regional leader to oversee 50-plus Edward Jones branch teams. I was named general partner in 2012 to help shape the direction of Edward Jones. In 2022-2024, I was named to the Forbes Best-In State Wealth Advisors list*.
Our team, paired with advanced technology and in collaboration with a team of experts, uses an established process to help address our clients' key concerns: wealth preservation, wealth enhancement through tax mitigation and cash flow planning, effective wealth transfer, wealth protection against lawsuits, divorce, catastrophic loss and maximizing charitable impact.
How we align your wealth with your purpose:
1. A discovery meeting to deeply understand your goals and values.
2. An investment strategy and mutual commitment meeting where I offer recommendations on aligning your investments to your goals and address any questions.
3. Soon after, you will meet our team to ensure everything is in good order.
From that point on, we will meet to have regular collaborative meetings to review progress and the implementation of any other advanced strategies.
I grew up in Utah, and my parents have been my role models. My father was a first-generation college grad. With hard work and love, they were able to successfully raise seven children, one
of which is severely disabled. Their example motivates me to serve at a higher level. I have been married for 26 years to an amazing wife, Susie, and we are the proud parents to four children –
Emma, Elizabeth, Paige and Ben. In my spare time, you'll find me chasing my family at a Disney Park.
My business partner of over 20 years,
Mary, dedicates her time to providing top level service to our clients. She has two children. She loves to cook, travel and do anything outdoors with friends
and family.
_________
*2022-2024 Forbes Best-in-State Wealth Advisors in Utah, awarded 1st quarter each year, research by SHOOK Research, LLC, data as of June of prior year.
Compensation provided for using, not obtaining the rating.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
My purpose is to have a positive impact on those I serve. I believe, more than anything, that successful families deserve to be understood and heard and have someone partner with them, and advocate for them, to achieve their purpose.
We help very successful business owners, executives and their families make smart decisions with their money.
For nearly 15 years, I was asked to serve as a regional leader to oversee 50-plus Edward Jones branch teams. I was named general partner in 2012 to help shape the direction of Edward Jones. In 2022-2024, I was named to the Forbes Best-In State Wealth Advisors list*.
Our team, paired with advanced technology and in collaboration with a team of experts, uses an established process to help address our clients' key concerns: wealth preservation, wealth enhancement through tax mitigation and cash flow planning, effective wealth transfer, wealth protection against lawsuits, divorce, catastrophic loss and maximizing charitable impact.
How we align your wealth with your purpose:
1. A discovery meeting to deeply understand your goals and values.
2. An investment strategy and mutual commitment meeting where I offer recommendations on aligning your investments to your goals and address any questions.
3. Soon after, you will meet our team to ensure everything is in good order.
From that point on, we will meet to have regular collaborative meetings to review progress and the implementation of any other advanced strategies.
I grew up in Utah, and my parents have been my role models. My father was a first-generation college grad. With hard work and love, they were able to successfully raise seven children, one
of which is severely disabled. Their example motivates me to serve at a higher level. I have been married for 26 years to an amazing wife, Susie, and we are the proud parents to four children –
Emma, Elizabeth, Paige and Ben. In my spare time, you'll find me chasing my family at a Disney Park.
My business partner of over 20 years,
Mary, dedicates her time to providing top level service to our clients. She has two children. She loves to cook, travel and do anything outdoors with friends
and family.
_________
*2022-2024 Forbes Best-in-State Wealth Advisors in Utah, awarded 1st quarter each year, research by SHOOK Research, LLC, data as of June of prior year.
Compensation provided for using, not obtaining the rating.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
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- Website:
https://www.edwardjones.com/us-en/financial-advisor/marcus-johnson - Phone: (801) 261-0551
- City: Sandy
- State: Utah
- Postal Code: 84070
- Country: United States
- Designations: CEPA, AAMS, CFP, CPWA
- Markets Served:
- Company Name: Edward Jones
MARCUS JOHNSON

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
