Stephen Johnson, Wealth Advisor
Steve first joined Polaris’ parent company, Adviser, in 2017. He started his investment career with Morgan Stanley Dean Witter and spent 14 years at Charles Schwab overseeing individual clients’ planning, portfolio design and allocation strategies. Steve was a frequent presenter at Schwab seminars and has spoken before national audiences about issues and opportunities in the markets. In 2023, he was honored in Boston magazine for the tenth time as a Five Star Wealth Manager. Steve has been quoted by Boston magazine, The Boston Globe, USA Today and The Washington Post.
He holds a B.A. from the University of Vermont and is a magna cum laude graduate of the University of Maine School of Law. Admitted to the Massachusetts Bar, he spent a year with Bowditch & Dewey before realizing that his financial cases were the most interesting, precipitating his career change. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 2012.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements. For information on the industry award referenced on this page, please click here.