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Eric Johnson, CFP®

Comprehensive Financial Planning and Investment Management for Millennials.

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Millennial Wealth Management Eric Johnson, CFP®
Broomfield, Colorado

Serving Clients Nationwide

Comprehensive Financial Planning and Investment Management for Millennials.

(303) 578 - 8535

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Student Loan Advising
  • Taxes

About Me

Eric Johnson is a CERTIFIED FINANCIAL PLANNER™ professional with Millennial Wealth Management. With over ten years of experience helping people achieve their version of financial success, he has an ideal foundation for understanding the needs of clients.

Recognizing the lack of Financial Advisors serving the millennial communities, Eric made the decision to join MWM. Being a member of the millennial generation himself, he is passionate about helping other young professionals and families navigate financial challenges and reach their goals no matter how big or small they may seem. He believes in leaving people better than you found them.

➕ On a Personal Note

Eric and his girlfriend Caiti live in downtown Denver with their two dogs, Toby and Beau. Outside the office he enjoys keeping active with cycling, yoga, rock climbing, snowboarding, and visits to the local breweries.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

1004 Depot Hill Road Broomfield, Colorado 80020

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a complimentary conversation regarding your financial situation and how MWM can help you. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

We are MWM, a different kind of financial advisory firm dedicated to serving the needs of millennials.

Our comprehensive financial planning service is unique in the investment industry, as it is a true partnership between the firm and our clients. No two client relationships look the same when working with us because nobody is in the same financial position with the same goals and life circumstances.

If you want a cookie-cutter approach and a new product sold to you at every turn, we are not for you. If you want personal attention with a true understanding of your current financial situation and a plan to reach your future goals, give us a try.

✅ Our promise to you is to always put your interests first, which we committed to when we took the fiduciary oath.

Helping Millennials Win With Money

We grew up in an age where financial literacy was not taught in school. So, if our parents didn't teach us about money we were left to figure it out on our own.

✅ Our Mission at MWM is to change the lives of millennials and their families through financial planning.

We understand the importance of partnership and taking the time to educate our clients through the financial planning process. It's important that our clients know why we are recommending certain strategies, or why we utilize certain investment vehicles.

At MWM, our goal is growth, both personally and financially. We hope to work with you soon!

Education

John Carroll University, Bachelor's Degree

Hobbies and Interests

  • Cycling
  • Rock Climbing
  • Snowboarding
  • Yoga

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/5834495

Who We Serve

  • Baby Boomers
  • Business Owners
  • College Graduates
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Newly Engaged / Newlywed
  • Parents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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