Daniel Johnson, former founder and lead financial planner at Refocus Financial in Winston-Salem, North Carolina, has been named vice president and wealth consultant at The Wealth Conservatory, an investment advisory firm whose principal place of business is in Lebanon, New Hampshire. Johnson will be based at the firm's new offices in Winston-Salem.
Johnson's unique background combines traditional financial planning expertise with in-depth experience in real estate investing. As an investor who manages multiple short- and mid-term rental properties, he brings a nuanced understanding of complex financial portfolios.
Johnson also brings a deep commitment to education and transparency. He has shared his expertise in notable publications like The Wall Street Journal and on industry podcasts, reinforcing his belief that great financial planning is rooted in strategy and service.