Barrett-Johnson & Associates

Our Approach

Our team is committed to helping busy people simplify their financial lives and navigate the complexity that comes with increasing wealth. Our focus is on stewardship, wise decision-making in light of your core values, and a comprehensive, seasonal approach to all six key areas of financial planning: goal-clarification, protection planning, tax strategies, estate planning, retirement planning, and asset management. We believe clients have more in their lives beside money and want to rely on a team of dedicated professionals to help them responsibly manage their wealth, freeing them up to enjoy other pursuits. Whether experiencing sudden wealth or the fruits of many years of careful investing, we believe that clients find our proactive seasonal process contributes to clarity of thinking and helps them feel more peace of mind.


Background and qualification information is available at FINRA's BrokerCheck website


Honored to be recognized in Forbes

We are honored to share that Kimberlee Barrett-Johnson has been named to the Forbes Best-in-State Wealth Advisors list, 2019, awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. Kimbelee's No. 1 priority is delivering personalized financial advice to help her clients achieve their goals. We’d like to thank our clients for their trust and the continued opportunity to work with you.



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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit to learn more. (0:30)