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Our Team
Johnson Wealth Management wants you to consider us as a trusted advisor among those professionals who will help guide you through your financial decision making processes. Earning that privilege requires hard work, extensive education, and the highest standards of integrity and professionalism. Our investment philosophy focuses on each individual's unique financial needs.The team of Johnson Wealth Management includes Andrea L. Johnson and C.J. Testarella. We invoke a professional philosophy which focuses on each individual’s unique financial needs. Because of the many investment choices and solutions available today, we research equities, mutual funds and other investment products to provide the right fit for each client.Johnson Wealth Management closely reviews our clients’ progress through in depth research in conjunction with technical and fundamental analysis. Meetings are scheduled regularly to share the findings. We also provide educational newsletters and informational articles on a variety of financial topics to keep our clients up to date on economic conditions. These factors combined with portfolio and financial plan reviews provide an ongoing, comprehensive approach designed to educate and direct clients to a sound and secure financial future.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Rethinking Charitable Giving: How Donor-Advised Funds Can Enhance Your Strategy
When developing a charitable giving strategy, it’s important to consider not just what you give, but when and how you give. For many individuals and families, a donor-advised fund (DAF) can offer a flexible and tax-efficient way to align charitable intentions with broader financial planning.
Office Information