About Us

Dedicated to Giving You Financial Clarity and Confidence

Founded by Phyllis Kirven Johnson, Kirven Wealth Strategies helps clients progress towards their financial goals through a tailored approach that’s rooted in education. We unpack and demystify financial jargon so you can understand every aspect of your situation to provide clarity and confidence about your future. From the moment you walk through our doors, we will guide and support you throughout every step of your financial journey.

We Support Your Financial Desires

We ease this burden by taking a deep dive into your financial situation, covering all bases and finding the right solutions with comprehensive financial planning that propels you closer to your goals.

Education Reveals The Right Path

Financial education is what switches the lights on and reveals the path to your goals. As we educate clients, we break everything down and add context so they understand the entirety of their financial situation. This allows you to make more informed decisions that guide them to where you want to be.

Our Core Values

Our commitment to your needs is reflected in our core values, guiding every effort we undertake. Our dedicated team works tirelessly to uphold these values, supporting you throughout your financial journey.

Tailored Plans and Solutions

You may not find the time to manage your finances which is why we do all the heavy-lifting, discovering what matters most and creating a tailored plan that’s aligned with your goals and situation.

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Education in Every Step

We unpack complexities and explain the ‘why’ behind every part of your financial plan, so you understand your situation and know the steps to take to reach your goals.

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A Vision for Lasting Change

We guide clients and their families through every challenge and opportunity, supporting them to create generational change by helping them take control of their finances.

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Hands-On Guidance

We help you see and move toward your vision of the future by encouraging you and holding you accountable in each step and new stage of your life.

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The Kirven Wealth Strategies Team

We focus on building long-lasting relationships with an approach that’s built on education and understanding your unique situation. With this level of personal understanding, we can provide more efficient and tailored solutions, allowing you to move forward in your financial journey with clarity and confidence.

Phyllis Kirven Johnson

CEO, Financial Advisor, Real Estate Broker

713-622-1515 Ex.2

phyllis@pkjfs.com

Harolyn Joseph

Admistrative Assistant

Stay On Track With Hands-On Guidance

Our advisors will guide you through every challenge, opportunity and unforeseen circumstance that comes your way. Along with a tailored strategy, you’ll also receive our steadfast support, encouraging you and holding you accountable at every turn and each new stage of your life.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number^®. It's fast, free and displays your number instantly.

Working Together With

About Cetera

Who We Work With

We work with clients at different life stages, providing them with tailored strategies to help them navigate the financial landscape with greater certainty.

Meet Our Clients

Our Approach

Our commitment to integrity and customized team service, supported by a proven culture of success, enables us to establish trust and cultivate lifelong, genuine friendships.

Explore Our Approach

Contact Us

Get in touch today to discover how our collaborative and relationship-focused approach can enhance your confidence in managing your finances.

Contact Us Today