Hi there! I'm Dan Johnson, CFP®, EA and I'm the Founder and President of Forward Thinking Wealth Management.
I run an independent fiduciary, fee-only, values-based financial planning and investment management firm. My firm is based in Akron, OH, but I work virtually with clients from all over the country.
I created Forward Thinking Wealth Management from scratch after realizing I wanted to operate under a flat-fee structure where I charge a select group of clients based on my knowledge and experience.
We emphasize financial planning to help guide our clients maximize their resources and live meaningful and purposeful lives.
A few nuggets about me:
- I grew up in the house my grandfather built and my mom was raised in.
- After finishing up grad school at Ohio State, I moved to Michigan. I think OSU beat Michigan twice in the 11 years I lived there. It was rough being an alum then.
- I spent over a decade in local government management. This is probably why I charge a flat fee based on knowledge and experience, not on what I can sell you.
- My wife is a nursing professor and our two sons are in college.
- My Superpower: I listen. And I am good at it!
- On weekends you can often find me on a local hiking trail around Akron. The Chuckery Trail is my favorite.
- I love seeing live bands in smaller venues. My favorite band is Nine Inch Nails although the artist I most enjoy seeing live is Frank Turner.
- Luigi’s Pizza is overrated. Come at me!
- I like to stay active and try new things. Next on the list is hiking a 14er this summer.
On the professional side, I've been a Certified Financial Planner since 2012, a member of the Fee Only Network since 2017, a member of the Financial Planning Association since 2020, and both the XY Planning Network and NAPFA since 2021, as well as an Enrolled Agent (EA) since 2024.