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 Grand Canyon Rim to Rim.
👨💼 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™ Professional
Affiliations
Fee Only Network
Financial Planning Association
National Association of Personal Financial Advisors
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 our Firm
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
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