Daniel Johnson| CFP®, MBA
Parsec Financial Management
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Working with Medical Professionals
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
- Middle Income Client Needs
- Tax Planning and Preparation
Winston Salem, NC 27104
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Daniel Johnson is a Winston-Salem based Fee-Only Financial Planner serving Winston-Salem and all surrounding areas. Daniel specializes in working with Medical Professionals, providing objective financial planning to help them build, manage, grow, and protect their assets through life's transitions. Daniel is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Daniel joined Parsec in 2013. His professional experience includes investment advisory services, personal banking services, and tax preparation with a large credit union. Daniel is a CERTIFIED FINANCIAL PLANNER™ practitioner, as well as a Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA). He is an active member of the South Asheville Rotary Club and serves on the board of Asheville GreenWorks. Daniel has been quoted in a number of publications, including the Wall Street Journal, AARP Bulletin, and the CFA Institute Magazine. He holds a Bachelor of Science degree in accounting from the University of North Carolina at Asheville, as well as an MBA with a certificate in finance from East Carolina University.
Bart Boyer founded Parsec Financial Management in Asheville, North Carolina, in 1980. The firm added a Charlotte office in 1999, the Southern Pines Location in 2014, and the Winston-Salem Location in 2017. Since its founding, the firm has grown dramatically, now formed by a team of 16 financial advisors. Parsec managed $2 billion as of December 31, 2016.
Our mission is to help you set financial goals; make sound investments in accordance with those goals, and to manage your investments over the long term, always keeping your objectives in sight.
Meeting our mission requires objectivity and independence. This is why we provide wealth management on a fee-only basis. Unlike broker-dealers, we do not sell insurance or investment products, nor do we receive commissions in exchange for recommending certain products. Instead, we earn our fees as a Registered Investment Advisor who must at all times act independently and exclusively in your interest.
This means that as our client, you have our exclusive allegiance. Your interests will never be compromised by the incentive of a commission or a limited selection of products and services. Our success is driven by yours.