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George W. Johnson III, MBA

George W. Johnson III, MBA

CEO, Investment Advisor Representative

Since 2005, I’ve had the privilege of working with Michigan credit union members, where I developed a specialty in helping retirees and pre-retirees. By leveraging my in-depth knowledge and experience, as well as access to investment, tax and estate planning professionals, my goal is to provide you with a detailed, unique financial plan custom built around you.

I strive to be the kind of financial advisor that I’d want on my side: someone who is down to earth, easy-to-understand, and eager to help you succeed. One of my key attributes is my ability to explain complex financial concepts in an easy-to-understand language so that you can make informed decisions. My goal is to make sure you learn and understand the process and are very much part of the decision making.


I have a Master’s Degree in Business Administration (MBA), a BS in Business Management with an International Emphasis, a Series 65 license, and a Michigan Life and Health Insurance license. I’ve been married for more than 27 years to my wonderful wife Bethany, and have four fantastic children. I have loved spending time coaching their soccer teams, helping with Boy Scouts, teaching karate and guitar, and feel privileged to have spent extra time with them – just trying to be a great dad.

Given the opportunity to work together, you’ll see my goal is to do what’s best for you and your family – I look forward to meeting you soon!


Securities Exchange Commission

Michigan State Department

My NPN # is: 7229259

If you are looking for a partner in your wealth journey who understands what drives you, then let’s connect! Follow us on social media or call us today at (586) 980-2522.