Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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Areas of focus

  • Estate Planning Strategies
  • Charitable Giving Strategies
  • Intergenerational Planning
  • Investment Management
  • Women's Financial Strategies
  • Tax Planning Strategies

Awards & recognition

  • Kimberlee A Barrett-Johnson, Ameriprise Circle of Success Hall of Fame, 2025
  • ArkWise Wealth, Forbes Best-in-State Wealth Management Teams, 2025-2026
  • ArkWise Wealth, Ameriprise Client Experience Award, 2023-2025
  • Kimberlee A Barrett-Johnson, Forbes Best-in-State Women Wealth Advisors, 2022-2026
  • Kimberlee A Barrett-Johnson, Forbes Top Women Wealth Advisors, 2020-2021
  • Kimberlee A Barrett-Johnson, Forbes Best-in-State Wealth Advisors, 2018, 2019, 2021-2026
  • Kimberlee A Barrett-Johnson, Working Mother Top Wealth Advisor Moms, 2018-2021
  • Kimberlee A Barrett-Johnson, Ameriprise Circle of Success Diamond Ring, 2012
  • Kimberlee A Barrett-Johnson, Ameriprise Circle of Success, 2001-2025

Community participation

Serving with clients at the United Way Day of Caring
Serving with clients at the United Way Day of Caring

The ArkWise Wealth team volunteers quarterly at the Blue Ridge Area Food Bank and annually at the United Way Day of Caring.

Kimberlee Barrett-Johnson has served on many non-profit boards, including:
  • Charlottesville Area Planned Giving Council, Founding President and current Secretary
  • Central Virginia Estate Planning Council, former President, current member
  • Leadership Charlottesville Alumni Association, member and former board member

Kimberlee Barrett-Johnson is also a donor member of Women United in Philanthropy.

Client Testimonials

"Thank you! Thank you! Thank you! You are always giving, and we are so very blessed to be the recipients of your generosity - time and time again! Thank you for always remembering our birthdays and sending happy wishes. We have enjoyed many treats, countless gifts, fine chocolate, wine, socials, dinners, and presentations over the years. You have been such an important part of our lives over all the MANY years! Thank you for being there for us and guiding us through so many life experiences. We truly appreciate you - more than you can ever know! You all are one of a kind - above and beyond - and deliver the best care, friendship, and customer service experience ever! Gratefully, Gary & Mary Lynn Haney"

Our photos

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