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Fee-Only Financial Planning for Physicians 

Conflict-Free Wealth Management Via a Transparent Flat Fee.


Schedul E YOUR COMPLIMENTARY CONSULTATION


Working with These Medical Specialties and More

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We are here to help you:


life balance physician burnout

Find Your Career-Life Balance

time management doctors

Enjoy More Flexibility

enjoying life, health and wealth

Create Your
Regret-Free Life

Helping Physicians Reclaim Their Lives -

Fee-Only, Conflict-Free Planning


As a physician, managing patient care, administrative demands, and finances can feel overwhelming. We provide fee-only, flat-fee financial planning and conflict-free wealth management designed exclusively for high-income physicians. By simplifying decisions and providing disciplined investment oversight, we help you align your wealth with your career and life goals — reclaiming time, focus, and freedom.

Common challenges we help physicians solve:

  • Balancing patient care, administration, and finances

  • Aligning wealth with long-term goals

  • Turning hard work into time, flexibility, and financial confidence



Schedule YOUR COMPLIMENTARY CONSULTATION

Identify Your Ideal Life and the Steps to
Achieve It

Our goal is to help you:


Dentist considering selling his practice

Reconfigure your life:

Visualize your ideal future and create a financial and career plan to attain it.

doctor researching investments

Be intentional:

Use your money to create more flexibility and less stress in your life.

woman medical professional considering tax planning

Pay fewer taxes:

Implement long-term planning to help reduce the taxes you pay over your lifetime.

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We Understand That Physicians' Intense Careers Burn Them Out Before They Retire


Doctor thinking about investments and taxes

  • We provide real financial planning to help a select number of high-stress physicians make the shift to better career-life balance.

  • The majority of our clients are healthcare professionals, primarily physicians, and we understand the unique financial challenges they face.

  • Founder and advisor Daniel P. Johnson is a CERTIFIED FINANCIAL PLANNER™ professional with additional training in life planning to help physicians reconfigure their lives.

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Make the Shift to a More Fulfilling Life

Physicians burned out by the constant stress of their careers often wonder why they've worked so hard if they can't enjoy their wealth. At Forward Thinking Wealth Management, we provide real financial planning to help a select number of physicians reconfigure their finances so they start enjoying their vision of an ideal life now.



transparent financial advisor

Always Transparent

fiduciary puts clients first

Fiduciary Commitment

flat fee financial planning and investing

Straightforward Flat Fee

works with clients across the country

Fully Virtual


We are an independent Registered Investment Advisor based in Akron, OH, helping high-stress doctors regardless of location to enjoy life while their health, wealth, and time are at a peak. Our clients have already won the career game; now it's time to reconfigure their life for a better balance. Working with you, we help:


  • Identify your vision of an ideal life
  • Determine money's purpose in creating your ideal life
  • Provide real financial planning to help give you more flexibility

We provide flat-fee planning designed to connect your finances with your lifestyle and goals. Services include:

  • Financial planning
  • Tax planning
  • Investment management
  • Career planning
  • Retirement planning
  • Estate planning reviews
  • Debt management
  • Cash flow analysis/budgeting
  • Risk/insurance recommendations
  • Education funding
  • Charitable giving/planning
  • End-of-life planning
  • Spousal/heir planning


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Meet Daniel P. Johnson, CFP®, EA

Daniel P. Johnson, CFP®, EA Photo

Daniel P. Johnson, CFP®, EA

 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 a trip to Machu Picchu via the Tomacaya Trail. 

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.

How to Work With Us



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All Financial Services Within One Flat Fee
$3,000 per quarter

Are We a Match?

You want to partner with a financial planner whose expertise is working with people like you. We may be a good fit if you:

  • Are a high-stress physician feeling burned out by your long hours and endless demands

  • Seek to reconfigure your finances to live a regret-free life

  • Want an ongoing relationship with a financial planner to help you stay on track with your financial goals and manage your investments

physician planning for retirement

Schedule YOUR COMPLIMENTARY CONSULTATION


30 Minute Complimentary Consultation

Email me at dan@forwardthinkingwm.com or call me at 330-835-6205 to schedule a complimentary call to see if we are a good fit!


Take the First Step—Schedule
a Complimentary Call

Are you ready to stop wondering why you have worked so hard if you can't enjoy your wealth? Take the first step to identify your vision of an ideal life and the financial steps to help achieve it by scheduling an introductory call.

Your Tough Financial Questions, Answered

Signup for my weekly email and receive a copy of "From Burnout to Balance: A Wealth Management Guide for High-Stress Physicians."

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