Phil Johnston, CFP®

As a dedicated Family Office Wealth Advisor for Legacy at TMG, I specialize in delivering highly personalized financial solutions to ultra-high-net-worth families. With a focus on long-term wealth preservation, tax-efficient strategies, and legacy planning, I serve as a trusted advisor navigating the complex intersection of finance, family, and future.

We’ve partnered closely with families, entrepreneurs, and private investors to build comprehensive strategies that align with their values, goals, and intergenerational priorities. Our approach blends discretion, technical expertise, and deep relationship-building to support everything from investment management and estate planning to philanthropic advising and family governance.

For over a decade, I’ve partnered closely with families, entrepreneurs, and private investors to build comprehensive strategies that align with their values, goals, and intergenerational priorities. My approach blends discretion, technical expertise, and deep relationship-building to support everything from investment management and estate planning to philanthropic advising and family governance.

As a proud Canadian living in Evanston, I work both locally and nationally with families who seek a thoughtful, holistic approach to managing their wealth with purpose and clarity.