Willis Johnson, former CEO and father of Nick Johnson, will be transitioning into an executive chairman role, the firm said in a statement. In this capacity, he will continue to be involved in shaping the firm's vision and will remain as a mentor for the leadership and advisory team.

Nick Johnson has been involved in shaping the firm’s direction, investment portfolio construction, and client-first approach for more than a decade, the firm continued. Under his leadership, the firm has grown to $1.8 billion in assets under management as of December 2025. He helped expand departments, launched a rotational program to develop young financial planning talent, and strengthened the firm's integrated service offerings to include tax preparation services and private market investments, positioning Willis Johnson Wealth for its next phase of growth.

“Our mission is to take your complex personal financial situation and make it simple,” said Nick Johnson. “That mission has guided WJW for years, and it will continue to guide us as we evolve and help clients navigate complex financial decisions with confidence.”

As CEO, Nick Johnson will lead the firm’s initiatives. His team delivers specialized financial planning and tax services to clients from Shell, Chevron, Dow and BP through integrated teams of wealth managers and investment analysts.

“Over the last 10 years, we’ve grown exponentially, and I have the utmost confidence in where we’re heading,” said Willis Johnson. “Nick’s leadership is the continuation of what we’ve been building so we can help more families. He’s creating a new generation of the firm that has a clear focus, discipline, and a strong vision for the future.”

After more than 30 years of serving clients, Willis Johnson & Associates also recently announced a rebrand to Willis Johnson Wealth.

The firm serves clients nationwide with over $1 million in investible assets, specializing in financial planning, investment management, and provides in-house tax services for high net worth individuals and families, particularly for those employed at Shell, Chevron, BP and Dow Chemical.