Dan Johnson

About Dan Johnson

Dan founded Birchcreek to serve families as a steward of their financial lives in a structure that ensures their interests are always placed first. His team are all fiduciary, fee-only advisors (no commissions or product-based compensation) which mitigates many of the conflicts-of-interest rampant in the financial services industry. Dan 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 mutual fund companyFirst Vice President, Wealth Management Advisor at a major Wall Street firmHelping clients navigate the Great Recession has given him important perspective on managing risk associated in one’s investment portfolioOriginally from Florida, Dan is a Business Finance graduate from 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.Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Experience

1. CEO, Wealth Advisor

   Birchcreek Wealth Management

   Aug 2019 — Present · Dayton, OH, US

   At Birchcreek, we serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning & investment management enabling them to focus on other priorities such as family, health, and simply enjoying life.

Education

• University of Florida

  Bachelor's Degree, Business Finance

  2003 — 2007

Skills

• Estate Planning Strategies and Wealth Transfer
• Portfolio Management and Investment Stratgies
• Family Financial Advisor
• Corporate Retirement Plans
• Retirement Planning