Birchcreek Wealth Management, LLC

Daniel Johnson is a CFP® professional with 17 years of industry experience, currently serving at Birchcreek Wealth Management, LLC since 2019. His prior experience includes roles at Bank of America and Merrill Lynch. He serves as an advisory board member for Habitat for Humanity of Greater Dayton. Birchcreek Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, and institutions. The firm employs a long-term, fundamental investment approach using mutual funds, ETFs, equities, and fixed income, and offers collaborative consulting alongside fiduciary portfolio management.

John Payne is a CFP® professional with six years of industry experience, currently serving at Birchcreek Wealth Management, LLC. He is also of counsel attorney at Practice with Purpose LLC, providing legal advice and representation in civil and criminal trials. His prior experience includes roles at Dinsmore & Shohl and the Warren County Prosecutor's Office. Birchcreek Wealth Management serves individuals, high-net-worth clients, families, trusts, estates, and retirement plans with discretionary and non-discretionary investment management, financial planning, consulting, and retirement plan advisory services. The firm employs a fundamental, long-term investment approach using a mix of mutual funds, ETFs, equities, and fixed income, and provides collaborative consulting alongside fiduciary oversight.

Jacob Bartel is a CFP® with 11 years of industry experience, currently serving as an advisor at Birchcreek Wealth Management, LLC since 2023. He previously worked for UBS Financial Services Inc. for 10 years. Bartel serves on the board of Brighton Center, a charitable organization, participating in its marketing and program committees. Birchcreek Wealth Management serves individuals, families, trusts, estates, and retirement plans with investment management, financial planning, and consulting services. The firm employs a fundamentally driven, long-term investment approach using mutual funds, ETFs, equities, and fixed income, while incorporating tactical strategies and working with independent managers.