Dan Johnson, CFP®
Serving families as stewards of their financial lives.
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Birchcreek Wealth Management
Dan Johnson, CFP®
Dayton, OH
Serving Clients Nationwide
Serving families as stewards of their financial lives.
Areas of Focus
- Cash Flow
- Financial Life Planning
- High Net Worth
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
Dan Johnson founded Birchcreek to serve families as a steward of their financial lives in a structure that ensures their interests are always placed first. He has over a decade of experience working with individuals, families, and business owners on planning for their futures. He entered the industry in 2007 and has served as:✔️ Retirement Specialist at a large no-load mutual fund company
✔️ First Vice President, Wealth Management Advisor at a major Wall Street firm
Helping clients navigate the Great Recession has given him important perspective on managing risk associated in one’s investment portfolio.
Originally from Florida, Dan is a Business Finance graduate of the University of Florida and holds the CERTIFIED FINANCIAL PLANNER™ certification.
Committed to giving back to his community, Dan is a director on the board of Habitat for Humanity of Greater Dayton and an active member of the Centerville Rotary Club. He volunteers as a moderator at the University of Dayton's Osher Lifelong Learning Institute (UDOLLI) having taught the course "Financial Success in Retirement" since 2014.
Dan resides in Centerville, Ohio with his wife Katie and their three daughters Kasey, Julia, and Mara. They enjoy the outdoors, traveling, and community service activities.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- Fee Only Network
Primary Location
2955 Exchange Place Blvd, Suite 103 Dayton, OH 45342
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a quick, introductory call with one of our advisors to determine if our financial planning and investment management services would be a good fit for you. Once scheduled, you'll be provided a Zoom link to meet your advisor via video conference at your chosen time. Each of our advisors is a Certified Financial Planner professional with more than 10 years relevant experience. We look forward to speaking with you.Offers Investment Management
Yes
About our Firm
At Birchcreek Wealth Management, we serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on other priorities such as family, health, and simply enjoying life.✔️ OBJECTIVE AND INDEPENDENT: A 100% fiduciary, fee-only Registered Investment Advisor (RIA) firm
✔️ APPROACHABLE AND COLLABORATIVE: Decades of experience working closely with multi-generational families
✔️ ACCOUNTABLE AND STRATEGIC: Implementing a well defined process to planning and portfolio management
Operating as a fiduciary legally and ethically requires an advisor to put your interests ahead of their own, and to act with prudence and loyalty. At Birchcreek, we will never accept a commission or kick-back from investment or insurance products. We only generate revenue through the predetermined advisory fee rate we agree upon in advance.
This leads to:
✔️ mitigated conflicts of interest
✔️ lower overall costs
✔️ broader availability of securities and funds
✔️ the highest level of transparency around what you are paying
✔️ a streamlined client experience through reduced paperwork and legal jargon
Birchcreek is directly regulated by the Securities and Exchange Commission (“SEC”) an independent federal government agency responsible for protecting investors. To maintain our stance as independent and objective, we advise clients on assets which reside with trusted, highly-vetted custodian partners. For the majority of our clients, we have chosen Fidelity as custodian. Fidelity has more than 70 years of financial management experience, $7.8 Trillion of assets under administration, industry leading technology, and a reputation for integrity.
Education
University of Florida, Bachelor's Degree, Business Finance
Volunteer Experience
Director - board of Habitat for Humanity of Greater Dayton Member - Centerville Rotary Club Leader - South YMCA Adventure Princess Program (daddy/daughter organization) Volunteer Moderator - University of Dayton's Osher Lifelong Learning Institute (UDOLLI) having taught the course "Financial Success in Retirement" since 2014.
Hobbies and Interests
- Camping
- Family
- Fishing
- Hiking
- Reading
- Running
- Traveling
- Volunteering
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Veterans
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