Investing With People Who Know You

Personal, relationship-first investment guidance for families and retirees across Southwest Ohio and Tristate Areas.

R.L. Johnson Investments is a family-owned and operated investment advisory firm founded in 1990, now serving Harrison, Cincinnati, and Southwest Ohio for more than 36 years across two generations of the Johnson family.


We work alongside R.L. Johnson Tax Services under one roof, giving families, retirees, and small business owners a single place to handle their investments, brokerage accounts, and tax preparation without having to coordinate between separate firms.

Personalized Service

We realize that no two investors are the same. Our experienced financial advisors talk one-on-one with each investor, analyzing debt levels, income needs, location preference, depreciation, and income taxes. Upon completion of this analysis, we can better identify an investor's individual risk tolerance and investment objectives.

Managed Brokerage Accounts

Direct Access to Your Account Manager

If you have a managed brokerage account with R.L. Johnson Investments, you speak directly with the account manager. Together we set your goals, then manage your account according to your needs, risk tolerance, time frame, and goals.

Managed In Our Office, By Our Staff

R.L. Johnson Investments provides management of both IRA and non-IRA brokerage accounts. The management of these accounts is performed in our office by our professional staff. We do not use outside third parties to deal with your account, so you can meet and speak with the people who are actually managing your money. All managed accounts are set up on a fee basis, not a commission basis.

Log In Anytime

We also provide the technology for our clients to log in to their accounts to review current investments, download statements, and access other information through wealthscapeinvestor.com.

1. Call to Schedule

Reach the office at 513-367-1031 to set up an introductory conversation; appointments outside standard business hours are available when needed.

2. Get to Know Your Goals

Your advisor takes time to understand your financial picture, priorities, and risk tolerance before recommending anything.

3. Choose Your Approach

Decide together whether a managed account, a brokerage account, or a combination fits how involved you want to be.

4. Ongoing Check-Ins

Your advisor stays in touch over time, adjusting as your life and goals change, rather than disappearing after the first meeting.

Brokerage Accounts

R.L. Johnson Investments offers full brokerage services for those individuals who wish to buy and sell investment products of their own choosing, or for clients who want to invest in the market to some extent and need assistance. This type of account is commission based. A brokerage account must be opened prior to any sales or purchases being made for the first time. IRA and non-IRA accounts are available, including custodial, educational, and mutual funds with or without stocks.

Transfer of your existing account with another broker to R.L. Johnson Investments can be easily accomplished. Please call us to speak with a Registered Representative today.

Securities and investment advisory services are offered through Berthel Fisher & Company Financial Services, Inc., Member FINRA/SIPC. Specific fee schedules are provided in writing during onboarding.

Insurance: Are You Properly Insured?

Here at R.L. Johnson Investments, we take our client's insurance needs seriously. One of your most important financial obligations is to make sure that you, your family, and your business are properly insured. We offer a wide range of insurance products to fit almost any need.

Ready to talk about your investments?

Speak directly with our team, no automated systems, no pressure, just a conversation about your goals.

1031 Tenants-In-Common

At R.L. Johnson Investments, we understand 1031 Tenants-In-Common Exchanges. There are very specific and stringent requirements and time frames to be executed to successfully complete a 1031 Tenants-In-Common Exchange. We work with experienced qualified intermediaries and real estate providers to make sure that your exchange gets completed correctly.

R.L. Johnson Investments works with many 1031 Exchange sponsors who specialize in selling, identifying, exchanging, and often managing replacement properties. These collaborations provide us with access to a variety of properties, both locally and throughout the United States, to choose from at any given time.

Frequently Asked Questions

  • What makes R.L. Johnson Investments different from a large brokerage or bank?

    R.L. Johnson Investments is a family-owned firm founded in 1990, now in its second generation of service. When you call the office, you speak with a real person, not an automated system. That relationship-first approach, combined with 36-plus years of experience serving clients across Southwest Ohio, is something a large institution rarely offers.

  • Can I manage my investments online?

    Yes. Clients have access to the Wealthscape Investor portal and the Wealthscape mobile app, which let you view your accounts and stay up to date on your portfolio at any time. Your advisor can walk you through getting set up when you open your account.

  • Do I need to bring my investment statements to a separate tax preparer?

    Not if you use R.L. Johnson Financial Center. Because investment services and tax preparation are offered under the same roof, your investment information can go directly to the tax preparer, one less thing for you to coordinate each year.

  • Who can become a client, and do you serve people outside Harrison?

    R.L. Johnson Investments serves clients of all ages and backgrounds, though the practice most commonly works with mature adults, retirees, families, and small business owners with 401k plans. The firm serves Harrison, Cincinnati, and the broader Southwest Ohio area, and appointments are available outside standard office hours when needed.

Let's Talk About Your Financial Future.

Call today and speak directly with someone who knows this community, no obligation, just a conversation.

Explore More About R.L. Johnson Financial Center

Managed Accounts

See how professional, ongoing portfolio management can take the day-to-day investing off your plate.

Brokerage Accounts

Prefer to direct your own investments? Explore self-directed brokerage accounts with support when you need it.

Get in Touch

Get answers to common questions about our services, pricing approach, and how we work with clients.