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Flat Fee Financial Planning & Investment Management

It's Not What You Make.

It's What You Keep. 

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Get to Know Your Financial Partner

Meet Daniel P. Johnson, CFP®

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Discover How It Works

Always Transparent

Fiduciary Commitment

Straightforward Flat Fee

Fully Virtual

Who I Work With

Partnering with Owners of Equity Compensation and High Income Earners.

Toward Financial Health and a Restored Work-Life Balance

My clients are hardworking  professionals who have worked many years with long hours requiring focus and finesse. Their days also call for a strong dose of flexibility, given they often need to address matters that arise unexpectedly. Outside of work, they want to spend the time they have left with their families, their friends—and doing what they love.

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Sound Like You?

If you value transparency, honesty and direct solutions from someone who understands the challenges you face, we’d be a good fit.

Explore How I Can Help

The Kind of Financial Planning and Wealth Management That Fits Your Needs

Making Sense of Your Entire Financial Picture

I’ll work with you to develop a structured and proactive financial plan aimed at minimizing taxes, managing your cash flow and overall simplifying your financial life so you can be confident in your future and more present in your free time.

My philosophy has always been as follows: “It’s not what you make—it’s what you keep.”

All Financial Services Within One Flat Fee

Starting at $2,100 per quarter

The Guiding Process

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Collaborating with Forward-Thinking Professionals

Who Are Looking for a Personalized Approach

Maybe you’re hitting a point where you’re thinking about retirement, or maybe you’re just ready for a more organized approach to your finances. Whatever you’re facing, I’d love to see how I can help you make the most of your wealth.

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Meet Daniel P. Johnson, CFP®

Daniel P. Johnson, CFP® Photo

Daniel P. 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 owners of equity compensation 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.

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.

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