Dana Johnston serves as the President and Private Wealth Advisor at Johnston and Associates Private Wealth Advisors, where he leverages his extensive expertise in financial planning to guide clients toward achieving their financial goals. With a focus on personalized service, Dana understands that each client's...
Dana Johnston serves as the President and Private Wealth Advisor at Johnston and Associates Private Wealth Advisors, where he leverages his extensive expertise in financial planning to guide clients toward achieving their financial goals. With a focus on personalized service, Dana understands that each client's financial journey is unique, and he takes the time to build meaningful relationships during initial consultations. These relaxed and informal meetings provide a platform for clients to share their aspirations, allowing Dana to tailor strategies that align with their dreams.
At Johnston and Associates, Dana is deeply involved in key projects that encompass a wide range of financial services, including retirement planning strategies, estate planning, and investment management. His proficiency in retirement income strategies ensures that clients can enjoy a secure and fulfilling retirement. Additionally, Dana is committed to helping families save for education, recognizing the importance of financial preparedness for future generations.
His expertise extends to small business financial planning, where he assists entrepreneurs in navigating the complexities of retirement plan distributions and investment options. As a registered financial professional with LPL Financial, Dana is dedicated to providing comprehensive advice while adhering to regulatory standards, ensuring that clients receive informed guidance tailored to their specific circumstances. Through his commitment to excellence and a client-first approach, Dana Johnston continues to empower individuals and families to take control of their financial futures.
