Nate Johnson, CFP®

Co-Chief Client Officer & Shareholder

“I truly enjoy demystifying financial concepts for those who may not have the time, interest, or expertise to do it on their own.”

Nate’s Story

Nate Johnson serves as Co-Chief Client Officer, where his primary responsibilities are focused on guiding our firmwide financial planning philosophy, ensuring clients benefit from top-tier and highly efficient planning strategies. He fosters collaboration with the firm’s various Team Leads to develop an integrated and harmonious approach to client service. In addition to his financial planning supervision, Nate also oversees our Commas advisory team. Moreover, he plays an active role as a financial planner for numerous client relationships, drawing upon his extensive experience to aid clients in their journey toward a satisfying retirement.

Outside of work, Nate enjoys making pizza, reading, travel and enjoying Cincinnati’s parks with his family. He and his wife live in Montgomery with their children.

Specialties: holistic financial planning, multi-generational wealth planning, P&G benefits and profit-sharing plans, risk management


The Ohio State University, BA, Political Science
Capital University, MBA



Community Involvement (1)

  • Matthew 25 Ministries

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