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 an advisor to put your interests ahead of their own, and to act with prudence and loyalty. At Birchcreek, we never accept a commission or kick-back from investment or insurance products. We only generate revenue through the 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, $7.8 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
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 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
Tony Goheen, CWS®
Wealth Advisor
Tony brings a wealth of knowledge to clients with over 27 years of experience in investment advisory, relationship management, and supervisory roles in the financial services industry. He holds a degree in business from Miami University of Oxford, Ohio, and the Certified Wealth Strategist designation.
Seeing clients through several bull and bear markets affords Tony the experience needed to lead clients through a retirement planning, wealth preservation, and investment management process that can help them achieve their goals.
Tony is a long-standing resident of Kettering, Ohio with his wife Liz. He gives back to the community through volunteer positions including serving on the board of trustees of PLACES, Inc in support of individuals with mental illness, including the homeless. Tony and Liz have two grown daughters with whom they enjoy traveling, whenever Liz gets a break from her role as a Kettering City Schools teacher.
937-381-1660
Tony@BirchcreekWealth.com
Dan Johnson, CFP®, CPFA
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 (Go Gators!), holds the CERTIFIED FINANCIAL PLANNER(TM) certification, and has obtained the Certified Plan Fiduciary Advisor designation. 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 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
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 has been active in the local community serving as a volunteer at SouthBrook Church, on the board of Black Oak Swim Club, and Centerville City Schools - Primary Village North PTO. 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:
