Dan Johnson
CFP®, CPFA®
Birchcreek Wealth Management, LLC
President & CEO - Wealth Advisor
Dan Johnson
CFP®, CPFA®
Birchcreek Wealth Management, LLC
President & CEO - Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Dan Johnson, CFP®, CPFA®
Fee-Only financial planner located in Miami Township, OH, serving clients locally and across the country
Dan Johnson is a Miami Township, OH fee-only financial advisor serving clients locally and across the country. Birchcreek Wealth Management, LLC provides comprehensive financial planning and workplace retirement plans to help individuals, families, and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Dan Johnson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Dan Johnson founded Birchcreek to serve families as a steward of their financial lives in a structure that ensures their interests are always placed first. He has over a decade of experience working with individuals, families, and business owners on planning for their futures. He entered the industry in 2007 and has served as:
- Retirement Specialist at a large no-load mutual fund company
- First Vice President, Wealth Management Advisor at a major Wall Street firm
Helping clients navigate the Great Recession has given him important perspective on managing risk associated in one’s investment portfolio.
Originally from Florida, Dan is a Business Finance graduate of the University of Florida (Go Gators!), holds the CERTIFIED FINANCIAL PLANNER(TM) certification, and has obtained the Certified Plan Fiduciary Advisor designation. Committed to giving back to his community, Dan is a director on the board of Habitat for Humanity of Greater Dayton and an active member of the Centerville Rotary Club. He resides in Centerville, Ohio with his wife Katie and their three daughters Kasey, Julia, and Mara. They enjoy the outdoors, traveling, and community service activities.
Dan Johnson is a Member of the National Association of Personal Financial Advisors
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.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Birchcreek Wealth Management, we draw on expertise and experience to help clients establish a road map to meet their financial aspirations, for themselves and their families. We enjoy walking them through a process that results in relief from the stress and time commitment of financial planning and managing investments on their own.
We enjoy working with multiple generations of families. In fact, we make it a practice to extend financial planning services and a client’s pricing to their linear family - children, grandchildren, or parents.
Regardless of circumstance, our clients are those seeking sound, objective advice from a team that will serve as a steward of their financial planning and investment portfolio.
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
- Business Owners and Executives
- Sudden Money Situations
- Growing Families
- Novice Investors
Working Together
- Complimentary Initial Consultation
- Clearly Defined Fees
- In-Office Meetings
- Virtual Meetings
- No Product Sales
Professional Designations & Affiliations
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Dan A. Johnson is a NAPFA-Registered Financial AdvisorThe 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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Dan A. Johnson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Dan A. Johnson is a Certified Plan Fiduciary Advisor (CPFA)The Certified Plan Fiduciary Advisor (CPFA) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates a financial advisor's knowledge, expertise and commitment to working with retirement plans.
Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
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Dan A. Johnson Serves on the Board of Directors for Habitat for Humanity of Greater Dayton
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Dan A. Johnson is a Member and Website Sponsor of the Rotary Club of Centerville
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Dan A. Johnson is Featured in the Dayton Business Journal: "Wealth management firm doubles footprint with move to new office in Miami Township"
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Dan A. Johnson is Featured in the Dayton Business Journal: "Early success leads local wealth management firm to seek additional space, new employees"
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Dan A. Johnson is Interviewed by The Alternative Board of Miami Valley
Contact Dan Johnson
Office Locations:
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2955 Exchange Place Blvd
Suite 103
Miami Township, OH 45342
