Daniel Johnson, CFP® Forward Thinking Wealth Management

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About Daniel Johnson, CFP®

I have a very different background than most financial planners. After finishing grad school at The Ohio State University, I spent over ten years working for local cities in west Michigan in city management focusing on economic development and all issues related to finances. Eventually, my wife and I wanted to move back to the Akron, Ohio area to raise our family, and I made the shift to working in the financial services industry.

I spent roughly a decade working first at Merrill Lynch and then at a small investment firm in the greater Akron area before deciding to launch my own firm. I created my own firm because I believe charging one flat fee is a better way to serve equity compensation professionals and my fellow GenX members.

I currently live in Akron, Ohio with my wife and two sons. Outside of work, I’ve served my community with past memberships of the Julie Billiart of St. Sebastian Parish Board, which is a Catholic grade school for children with special needs, and also the Village of St. Edwards Nursing Home, as well as the John Glenn College of Public Affairs Alumni Board. During my free time, I spend as much time as possible with my family, which mostly seems to involve swim meets.

Read Daniel’s blog here: https://forwardthinkingwm.com/insights

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X
  • Outdoor Enthusiasts
  • Retirement Planning

Ways Advisor Charges

  • Flat Fee

Fee Options

  • Flat Fee: $8400+/engagement

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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