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Forward Thinking Wealth Management
Forward Thinking Wealth Management is an independent Registered Investment Advisor offering fee-only, fiduciary, flat-fee financial planning designed...
Forward Thinking Wealth Management
Forward Thinking Wealth Management is an independent Registered Investment Advisor offering fee-only, fiduciary, flat-fee financial planning designed exclusively for high-income physicians. Services include financial planning, tax planning, investment management, career planning, and retirement planning. The firm works virtually with clients nationwide while based in Akron, OH.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Akron
Principals
Daniel P. Johnson
CFP®, EA — Founder and President
Sector focus
Frequently asked questions
What does Forward Thinking Wealth Management actually invest in?
Its regulatory filings cite fundamental and technical analysis applied to equities, fixed income, and cash equivalents, with a long-term investment horizon. The firm does not publicly disclose specific stock, bond, or alternative-asset holdings, and it has not published a direct-investment or co-investment track record.
Who runs investment decisions at Forward Thinking Wealth Management?
The firm's Form ADV does not publicly name a chief investment officer, investment committee members, or managing principals. No individual decision-maker is identified in the firm's public filings or website, so the governance of investment decisions is not externally verifiable.
Does Forward Thinking Wealth Management offer access to private deals or direct co-investments?
There is no public indication that the firm originates, syndicates, or participates in direct private-company co-investments. Its disclosed services are limited to portfolio management for wrap-fee programs, financial planning, and retirement consulting — all of which are typical of a generalist RIA.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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