Business Details
Trusted Financial Advisers for Physicians in Akron, OH
Forward Thinking Wealth Management is an independent Registered Investment Advisor based in Akron, Ohio, specializing in flat-fee financial planning for high-stress physicians facing burnout. Founded by Daniel P. Johnson, a CERTIFIED FINANCIAL PLANNER professional with over a decade of experience in fiduciary financial services, the firm prioritizes transparency, virtual accessibility, and personalized planning to address the unique challenges of medical professionals. Our expertise spans career-life balance optimization, tax reduction strategies, investment management, and long-term financial alignment with clients' ideal lifestyles. We serve physicians across specialties including anesthesiology, dermatology, and radiology, emphasizing a values-based approach that connects financial decisions with personal fulfillment.With credentials including membership in the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network, we maintain rigorous professional standards while offering a flat-fee structure that eliminates conflicts of interest. Our commitment to client-centric service is demonstrated through comprehensive planning processes that address debt management, retirement strategies, and estate planning, ensuring physicians achieve both professional sustainability and personal well-being.
Services
Financial planning
Tax planning
Investment management
Career planning
Retirement planning
Estate planning
Debt management
Risk analysis
Education funding
Charitable giving
Highlights and features
- 20+ years of financial advisory experience with physicians
- Flat-fee structure eliminates product sales conflicts
- Fiduciary commitment to client-first recommendations
- Specialized understanding of physician burnout challenges
- Comprehensive planning covering all financial life aspects
Associations and certifications
- CERTIFIED FINANCIAL PLANNER Board of Standards
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
- Fee Only Network
Services
Financial planning
Our comprehensive financial planning service helps physicians create personalized roadmaps to align their financial resources with career-life balance goals. We analyze cash flow, investment portfolios, and long-term objectives to develop actionable strategies that reduce stress and increase financial flexibility. This service emphasizes intentional money management to help medical professionals achieve both professional sustainability and personal fulfillment.
Tax planning
We implement strategic tax planning solutions designed to minimize lifetime tax liabilities for high-earning physicians. Our approach combines legal tax reduction strategies with long-term financial planning to maximize after-tax wealth accumulation. Services include income tax analysis, retirement account optimization, and tax-efficient investment strategies tailored to medical professionals' unique compensation structures.
Investment management
Our fiduciary investment management service provides customized portfolio solutions aligned with physicians' risk tolerance and financial goals. We employ evidence-based investment strategies focused on long-term growth and tax efficiency while maintaining strict adherence to client-specific objectives. Regular portfolio reviews ensure ongoing alignment with evolving career and personal circumstances.
Career planning
We specialize in helping burned-out physicians reconfigure their careers through financial analysis and life planning. This service addresses work-life balance challenges by creating financial frameworks that support reduced clinical hours, alternative practice models, or early retirement transitions. Our planning considers practice ownership opportunities and non-clinical career alternatives.
Retirement planning
Our retirement planning service focuses on creating sustainable income strategies for physicians seeking to transition from clinical practice. We develop customized withdrawal plans, analyze pension options, and coordinate estate planning documents to ensure financial security during retirement. The service emphasizes maintaining lifestyle quality while managing longevity risks.
People
Daniel P. Johnson
Founder and President
Certified Financial Planner with 12 years of fiduciary advisory experience, specializing in physician financial challenges. Former local government manager who established Forward Thinking Wealth Management in 2012 to provide flat-fee financial guidance. Holds Enrolled Agent tax credentials and maintains active memberships in premier financial planning networks.
Questions
What specific financial challenges do physicians face?
Physicians often struggle with burnout, high-stress work environments, and misaligned financial structures that prevent enjoying their wealth. Our specialized planning addresses these unique challenges through career-life balance optimization.
How does your flat-fee structure work?
We charge $3,000 quarterly for comprehensive financial planning and investment management, eliminating conflicts of interest by avoiding commission-based product sales or asset-based fees.
Do you work with out-of-state clients?
Yes, we provide virtual financial planning services to physicians nationwide while maintaining our Akron, Ohio-based registered investment advisor status.
What financial planning areas do you cover?
Our services include tax planning, investment management, career transition strategies, retirement planning, estate reviews, debt management, and risk assessment tailored to medical professionals.
How do you help burned-out physicians?
We help physicians reconfigure their finances to support reduced clinical hours, alternative practice models, or early retirement through personalized financial frameworks that prioritize well-being.
What makes your firm different from other advisors?
We specialize exclusively in physician burnout cases, maintain a strict flat-fee structure, and combine CFP expertise with life planning to address both financial and personal fulfillment goals.
Videos
Reviews (4)
Drdaf
Dec 10, 2019
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Dan is a fantastic financial planner!! He cares about his clients, and has the capacity that only experienced people have, to make things simple in a complicated matter. He has walked us through the whole process, reviewed every account and even helped us with a budget !! He even sent us a book on wealth management!! Amazing people person and true quality guy!! We are so glad to be working with him!! I recommend him without a doubt !!
Greg Z.
Nov 22, 2019
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Finally! A financial adviser who acts in the best interests of his clients...always! Dan offers fair Flat-Fee financial planning advice tailored to each individual's needs. He is trustworthy and thorough with the experience and advanced certifications to back it up.
Millennial Dentist
Sep 05, 2019
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What more financial advisors should be like! Transparent about fees and gives great advice! Look no further than Dan for you and your families advisor!
David Rondini
Aug 20, 2019
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We have had several financial advisers in the past. We were so happy that we found Dan. He is down to earth and very personable and great to work with. He will help you now and in the future. Look no further. If you are looking for someone to help guide you with your finances, Dan is the man.
