Daniel A. Johnson (CFP®)

Daniel A. Johnson focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

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 and investment management enabling them to focus on other priorities such as family, health, and simply enjoying life.

Dan 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. They enjoy the outdoors, traveling, and community service activities.

NAPFA Start Date

March 09, 2021


This Office

2955 Exchange Place Blvd Ste 103 Miami Township, OH 45342-5767 Phone: (937) 567-0646