Chad Johnson
CPA, Candidate for CFP®
Spartan Wealth Solutions LLC
Principal
Chad Johnson
CPA, Candidate for CFP®
Spartan Wealth Solutions LLC
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Chad Johnson, CPA, Candidate for CFP®
Fee-Only financial planner located in Lancaster, PA, serving clients locally and across the country
Chad Johnson is a Lancaster, PA fee-only financial planner. Spartan Wealth Solutions provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chad Johnson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi! I'm Chad Johnson, CPA. I have a passion for personal finance and I enjoy helping people achieve their goals and objectives. I am a CPA (State of Michigan, 2004) and I am a candidate for CFP ® certification. I successfully passed the CFP® exam and I am working on meeting the experience requirement.
I have over 17 years of finance experience. I started in finance with PricewaterhouseCoopers in 2002 and have working in corporate finance for over 15 years in various roles of increasing responsibility.
At Spartan Wealth Solutions we employ a Client-Focused Approach:
- Partnership - we partner with you to enable you to reach your dreams and goals.
- Education Focus - we educate you throughout the financial planning process so that you understand YOUR financial plan.
- We monitor your progess during the engagement so that you know how you are progressing.
- We are a Fee-Only financial planning practice. We do not receive commissions and the fees we earn will be disclosed to you in plain English.
- Fiduciary - we have a legal and moral obligation to act as a Fiduciary. This means that we are required to look out for your best interests.
- Passion - we have a passion for personal finance and helping our clients achieve their goals and objectives.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Chad Johnson is a NAPFA Affiliate MemberThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Chad Johnson is a member of the Garrett Planning Network. Click here to learn more.Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
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Chad Johnson is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Contact Chad Johnson
Office Locations:
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Lancaster, PA 17601
