Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

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

Awards & recognition

  • Kimberlee A Barrett-Johnson, Forbes Best-in-State Women Wealth Advisors, 2022-2025
  • Kimberlee A Barrett-Johnson, Forbes Top Women Wealth Advisors, 2020
  • Kimberlee A Barrett-Johnson, Forbes Best-in-State Wealth Advisors, 2018,2019,2021
  • Kimberlee A Barrett-Johnson, Working Mother Top Wealth Advisor Moms, 2018-2021
  • Kimberlee A Barrett-Johnson, Ameriprise Circle of Success, 2001-2018
  • Kimberlee A Barrett-Johnson, Forbes Best-in-State Wealth Advisors, 2021-2025
  • ArkWise Wealth, Forbes Best-in-State Wealth Management Teams, 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"

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