Benjamin D. Johnson CFP®
Based in Bellevue, Ben helps multigenerational families and households with complex financial lives coordinate cash flow, tax strategies, investments, and long-term financial decisions through personalized guidance.
Ways to Connect
Who Benjamin Typically Helps
Multigenerational families, families coordinating wealth across generations, clients with complex financial lives, and those seeking a long-term advisory relationship.
Serving Clients in
Seattle • Bellevue • Mercer Island • Kirkland • Redmond • Woodinville • Communities throughout the Puget Sound region
Available nationwide through virtual meetings
Questions Benjamin Helps Answer
- How can I organize cash flow and financial priorities?
- How can I coordinate tax strategies with investment decisions?
- How can I build a customized portfolio?
- How can I simplify complex financial questions into clear next steps?
- How should my plan adapt through major life changes and evolving family needs?
Ben Johnson serves as a Partner and Senior Wealth Advisor at Mission Wealth, working with individuals and families in the Seattle/Bellevue area and across the United States. He takes a personal approach, getting to know each client’s story, values, and goals, and then builds customized financial plans and portfolios that align with their unique circumstances and values. Ben works closely with each family and is dedicated to guiding them through every stage of their financial journey, offering expert advice on cash flow planning, tax strategies, and investment management.
Ben joined Mission Wealth in May 2026 through an integration after co-owning FRG Family Wealth Advisors with Jimmy Wu. He continues to support the multigenerational relationships he developed there with access to Mission Wealth’s broader team and specialized resources.
Be good. Do good - Doug McCallum
Benjamin’s Frequently Asked Questions
Ben begins by learning each client’s story, values, circumstances, and goals. He then gathers and analyzes the relevant information, turns complex questions into smaller actionable steps, and works collaboratively with the client to develop a customized financial plan and portfolio. Clients can expect a personal relationship that evolves with them through milestones, changing priorities, and unexpected events.
Professional Background
Prior to joining Mission Wealth, Ben co-owned and managed FRG Family Wealth Advisors in Bellevue, WA. FRG was a wealth management firm built for high-net-worth families both locally and nationally. Ben has enjoyed multi-decade relationships with many of his clients, often working with first-, second-, and third-generation members of those families. Those long-term connections have given him a deep appreciation for how wealth and family dynamics evolve over time.
Personal Pursuits
Ben is married to the love of his life, his wife Casey, and together they are the proud parents of five wonderful children, some of whom have now left the nest. He has lived in the Puget Sound area for most of his life and enjoys a home in Woodinville. Ben loves to travel, watch and participate in sports of all kinds, listen to music (especially classical and jazz), get outdoors, and spend time with his family.
Community Impact
Ben has volunteered in many capacities throughout his adult life, including with the Boy Scouts, coaching youth sports, participating in local service days, serving on the Seattle Opera Board, and joining international humanitarian trips. He also volunteers a few hours every week for his local church community.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor