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®

717-742-0538

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

  • National Association of Personal Financial Advisors (NAPFA)
    Chad Johnson is a NAPFA Affiliate Member

    The 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.

  • Garrett Planning Network - GPN
    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.

  • CPA - Certified Public Accountant
    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

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Office Locations:

  • Lancaster, PA 17601

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