WHO WE ARE
We draw on expertise and experience to help clients establish a road map to meet their financial aspirations, for themselves and their families.
We enjoy walking them through a process that results in relief from the stress and time commitment of financial planning and managing investments on their own.
To show our commitment to putting clients first, Birchcreek was founded to serve as a fiduciary in 100% of client interactions.
We are an independent, ‘fee-only’ registered investment advisor (RIA). Operating as a fiduciary legally and ethically requires our advisors to put your interests ahead of our own, and to act with prudence and loyalty.
We never accept a commission or kick-back from investment or insurance products. We only generate revenue through a predetermined, fully-transparent advisory fee rate agreed upon in advance.
This leads to:
mitigated conflicts of interest
lower overall costs
broader availability of securities and funds
the highest level of transparency around what you are paying
a streamlined client experience through reduced paperwork and legal jargon
The technology solutions we provide enable you to easily relate the portfolio we are employing to the goals and objectives you have for your money. Tracking of your net worth, projected/current retirement income, and funding status of various financial goals is easily accessible and reviewed with you periodically.
Birchcreek is directly regulated by the Securities and Exchange Commission (“SEC”), an independent federal government agency responsible for protecting investors. To maintain our stance as independent and objective, we advise clients on assets which reside with trusted, highly-vetted custodian partners.
For the majority of our clients, we have chosen Fidelity as custodian. This brings you the strength, stability, and protection you need to help meet your goals. Fidelity has more than 70 years of financial management experience, $11 Trillion of assets under administration, industry leading technology, and a reputation for integrity.
Remaining privately owned has allowed Fidelity to reinvest a large portion of annual profits into technology and security features to benefit and retain long-term customers. We feel confident doing business with Fidelity to help serve your needs, regardless of market conditions.
Our Team
Jake Bartel, CFP®
Wealth Advisor
We are thrilled to welcome Jake to the Birchcreek team and excited to serve clients together.
Jake joins us after spending nearly a decade at a major Wall Street firm. He holds the CFP® certification and is a cum laude graduate of The Ohio State University with a B.S. in finance and a minor in Italian. As a Wealth Advisor he enjoys walking clients through a process that results in relief from the stress and time commitment of financial planning and managing investments on their own.
He resides in Anderson Township, OH with his wife Maggie and enjoys running, music, and snowboarding.
513-570-5644
Jake@BirchcreekWealth.com
Dan Johnson, CFP®
President & CEO - Wealth Advisor
Dan founded Birchcreek to serve families as a steward of their financial lives in a structure that ensures their interests are always placed first. He has over a decade of experience working with individuals, families, and business owners on planning for their futures. He entered the industry in 2007 and has served as:
- Retirement Specialist at a large no-load mutual fund company
- First Vice President, Wealth Management Advisor at a major Wall Street firm
Helping clients navigate the Great Recession has given him important perspective on managing risk associated in one’s investment portfolio.
Originally from Florida, Dan is a Business Finance graduate of the University of Florida and holds the CERTIFIED FINANCIAL PLANNER(TM) certification.
Committed to giving back to his community, Dan is a director on the board of Habitat for Humanity of Greater Dayton and an active member of the Centerville Rotary Club. He volunteers as a moderator at the University of Dayton's Osher Lifelong Learning Institute (UDOLLI) having taught the course "Financial Success in Retirement" since 2014.
Dan resides in Centerville, Ohio with his wife Katie and their three daughters Kasey, Julia, and Mara. They enjoy the outdoors, traveling, and community service activities.
937-567-0646
DanJohnson@BirchcreekWealth.com
Matt Will, CFP®
Wealth Advisor
Matt has 15 years of experience in the wealth management industry. His experience helping clients navigate the 2008-09 Financial Crisis turned what was just a job into a passion. As a wealth advisor, Matt combines his interest in financial markets with his desire to help people reach their goals.
His areas of expertise include:
- Investment Management
- Retirement Income Planning
- Small Business Tax Planning
- Executive Compensation Planning
Matt is a Business Finance graduate from the University of Dayton and obtained his CERTIFIED FINANCIAL PLANNER(TM) certification in 2009. He volunteers as a board member and coach of the Centerville Hustle youth basketball program, and as a co-moderator of Financial Success in Retirement, an adult education course through the University of Dayton's Osher Lifelong Learning Institute (UDOLLI).
He resides in Centerville, Ohio, with his wife Nicole, daughter Addy, and son Carter. When they are not at gymnastics meets or basketball practices, they enjoy playing in the backyard with their dog (Alfie) and cheering on the Dayton Flyers.
937-630-3029
Matt@BirchcreekWealth.com
Sayre Payne, JD
Wealth Advisor
Sayre joined Birchcreek to help families navigate the complexities of living in a globalized world. He has over a decade in the wealth management and legal industries having served as a financial advisor at a prominent Wall Street firm, then as a practicing attorney at a full-service, national law firm.
He holistically supports his clients by deeply understanding the goals they are trying to achieve. Sayre’s passionate about working with others in the name of financial independence by implementing plans to enrich their lives today so that they may live a life of personal significance—which is unique to every individual and family.
Sayre obtained his International Studies degree from The Ohio State University and prior to entering private practice, served as an active-duty Army officer. He is a graduate of U.S. Army Ranger School and from 2010-2011, served as an infantry platoon leader with the 101st Airborne Division in the rural outskirts of Kandahar, Afghanistan. It was at this time he became personally close with several interpreters assigned to his unit and has worked for over a decade to help bring these interpreters and their families to the United States to fulfill American promises made to them.
In 2018, he earned his law degree from the University of Dayton School of Law where he was a published writer of the school’s law review and an inaugural member of their Leadership Honors Program.
Sayre and his wife Sarah reside in Madeira, Ohio with their oldest daughter Brynn and twins Harper and Wyatt. They enjoy outdoor play, cooking, eating, raising chickens, and tending to the garden.
Legal services not provided through Birchcreek Wealth Management
937-340-1080
Sayre@BirchcreekWealth.com
Ashlee Hoagland
Director of Client Services
Ashlee brings close to a decade of experience in the financial services industry from a credit union, commercial bank, and, most recently, a major Wall Street firm. As Director of Client Services, Ashlee oversees the day-to-day client service activities and operations of Birchcreek. Among a long list of specialties, her team handles money movement, account opening, contributions, and distributions. Ashlee attended the University of Cincinnati and lives in Miamisburg with her husband Nick (a Beavercreek firefighter), son Luca, daughter Annabella, and two puppies. She is active in the local CrossFit community and currently serves as co-Treasurer of the Miamisburg High School Marching Band.
937-567-0669
Ashlee@BirchcreekWealth.com
Kendra Lupton
Client Service Associate
Kendra joined Birchcreek in 2019 having seven years of experience as a personal banker for one of the nation's largest banks. She assists clients in all aspects of servicing their accounts from money movement to account opening. While obtaining her Bachelors in Business Administration at the University of Dayton, Kendra studied abroad in London, England. She is active in our local community serving as a volunteer at SouthBrook Church, on the board of Black Oak Swim Club, and a director and Secretary of the board of Capturing Courage, a non-profit organization providing free photography sessions for families with children in the NICU. She resides in Centerville with her husband Kyle (a Kettering firefighter), and their two daughters Kinsey and Kora.
937-567-0679
Kendra@BirchcreekWealth.com
We are looking for high-integrity sole practitioners and teams with experience advising families and business owners on financial planning and investment management.
Explore Birchcreek Wealth Advisor opportunities: