Daniel P. Johnson, CFP®
Real Financial Planning for High-Stress Physicians
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Real Financial Planning for High-Stress Physicians
Areas of Focus
- Direct/Personal Indexing
- Financial Life Planning
- Investment Management
- Retirement Planning
- Tax-Smart Accumulation Planning
About Daniel P. Johnson, CFP®
Hi there! I'm Dan Johnson, CFP® and I'm the Founder and President of Forward Thinking Wealth Management.I run an independent fiduciary, fee-only, values-based financial planning and investment management firm. My firm is based in Akron, OH, but I work virtually with clients from all over the country.
I created Forward Thinking Wealth Management from scratch after realizing I wanted to operate under a flat-fee structure where I charge a select group of clients based on my knowledge and experience.
We emphasize financial planning to help guide our clients maximize their resources and live meaningful and purposeful lives.
A few nuggets about me:
🏠 I grew up in the house my grandfather built and my mom was raised in.
🎓 After finishing up grad school at Ohio State, I moved to Michigan. I think OSU beat Michigan twice in the 11 years I lived there. It was rough being an alum then.
💡 I spent over a decade in local government management. This is probably why I charge a flat fee based on knowledge and experience, not on what I can sell you.
👩🏫 My wife is a nursing professor and our two sons are in college.
👂 My Superpower: I listen. And I am good at it!
🥾 On weekends you can often find me on a local hiking trail around Akron. The Chuckery Trail is my favorite.
🎸 I love seeing live bands in smaller venues. My favorite band is Nine Inch Nails although the artist I most enjoy seeing live is Frank Turner.
🍕 Luigi’s Pizza is overrated. Come at me!
🧭 I like to stay active and try new things. Next on the list is learning to kiteboard.
👨💼 On the professional side, I've been a Certified Financial Planner since 2012, a member of the Fee Only Network since 2017, a member of the Financial Planning Association since 2020, and both the XY Planning Network and NAPFA since 2021.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Enrolled Agent (EA)
Affiliations
-
CFP Board
- Fee Only Network
- Financial Planning Association
- Flat Fee Advisors
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
1700 W. Market Street Suite 192, Akron, OH 44313
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Forward Thinking Wealth Management
We Understand That Doctors' Intense Careers Burn Them Out Before They Retire✅ We provide real financial planning to help a select number of high-stress physicians make the shift to better career-life balance.
✅ The majority of our clients are healthcare professionals, primarily physicians, and we understand the unique financial challenges they face.
✅ Founder and advisor Daniel P. Johnson is a CERTIFIED FINANCIAL PLANNER™ professional with additional training in life planning to help doctors reconfigure their lives.
Make the Shift to a More Fulfilling Life
Physicians burned out by the constant stress of their careers often wonder why they've worked so hard if they can't enjoy their wealth. At Forward Thinking Wealth Management, we provide real financial planning to help a select number of doctors reconfigure their finances so they start enjoying their vision of an ideal life now.
We are an independent Registered Investment Advisor based in Akron, OH, helping high-stress doctors regardless of location to enjoy life while their health, wealth, and time are at a peak. Our clients have already won the career game; now it's time to reconfigure their life for a better balance.
Education
The Ohio State University, MPA, Fiscal Policy and Urban Administration | Kent State University, BA, Political Science
Hobbies and Interests
- Exercising
- Family
- Hiking
- Hunting
- Music
- Reading
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Gen X
- Healthcare Professionals
- Physicians
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
