At StillWater Financial Advisors, we believe the best advice starts with knowing you—your story, your values, and your goals. From our home in southwest Charlotte, NC, we offer personal guidance to help you live generously, invest wisely, and build a lasting legacy.
Financial Guidance Rooted in Relationships
"At the heart of the best relationships in life is a deep level of personal understanding and an authentic desire to see each other succeed."
— Tyler Johnson, Owner & Senior Financial Advisor
Our Clients Are Often
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Early or Mid Career Households
You're building your career, growing your family, and making impactful financial decisions. We're here to share the load and help you navigate this season with clarity, purpose, and a personalized long-term plan.
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Passionate About Lifelong Generosity
You’re building wealth with purpose. You want to provide for your family, support your community, and make a lasting difference in the world. We're here to help you give generously, invest intentionally, and connect your financial plan to the causes that matter most.
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Exploring Values-Aligned Investing
You don’t just care about building wealth, but also how it is being built. We learn what you care about before building your investment strategy. Founded on Christian principles, we are most equipped to support clients who share our beliefs, but serve all with the same level of care, respect, and effort.
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Planning & Building a Purposeful Legacy
You desire to write a life story that extends beyond money - focused on people and purpose. We partner with families to plan, communicate, and unite across generations to protect wealth and create lasting impact.
Meet Your StillWater Team
Tyler Johnson, CFP® CTFA
Owner & Senior Financial Advisor
Emily Whalin
Client Care Specialist
Our Services
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Our most comprehensive service is a long-term, relational partnership. You get personalized investment management along with both proactive and reactive advice support from a team that knows you and wants to see you succeed in life. Fees are typically a percentage of the investments being managed.
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You aren’t ready to have investments managed, but desire an advisor who knows you well and can provide actionable recommendations to help you efficiently reach goals. This flexible option is designed for those in all seasons of wealth building. Pricing is typically an agreed monthly amount based on needs and complexity.
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A crucial part of intentional wealth building is hedging risk and protecting your loved ones against possible catastrophic circumstances. We analyze your needs and develop a personalized insurance strategy to help properly, not excessively, ensure that you and your family are covered.
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Designed for small businesses near Charlotte NC seeking to improve the financial foundation of the business and/or their team. We offer advice, education, retirement savings solutions, workshops, and more. We get to know the business, the owners, the team and build a customized relationship around identified needs.
