Our Dayton wealth management team provides solutions for long-term prosperity

Scenic view of downtown Dayton.

You’ve built your wealth from the ground up; now it’s time to help it grow and make it last for generations. Serving as true partners in protecting and preserving your wealth and assets, our team of financial advisors in Dayton provide highly personalized wealth management solutions and a sophisticated investment approach. Our goal is to deliver incredible peace of mind that the financial well-being you’ve worked hard to build will endure for years to come.

Our highly credentialed team of wealth advisors utilize their expertise to deliver not just peace of mind, but prosperity to last for generations.

Our services include:

  • Retirement planning
  • Cash flow planning
  • Investment strategies
  • Investment management services
  • Financial planning
  • Estate planning
  • Trust services
  • Charitable planning
  • Business solutions
Address

40 North Main Street , Suite 2110 Dayton, OH 45423

  • Office

    (937) 461-3790

  • Toll-free

    (800) 851-9114

  • Fax

    (937) 461-2969

A quote from leadership

As an advisor who lives and works in the greater Dayton area, supporting and enriching this incredible community is one of my main priorities. More than simply donating and sitting on boards, my colleagues and I are committed to supporting ideas, organizations, and events that improve the lives of Dayton residents.

Growing to serve more people

Since our founding in 1965, Johnson Investment Counsel’s growth has been about answering one simple question: how can we help more people? We seek growth opportunities that align with our culture and values and that enable us to make a greater impact in our clients’ lives.

Our Services

Strategic financial solutions built around you

We know each person, every family, and every business organization has unique challenges, needs, and goals. Our in-house teams of wealth advisors, Trust officers, portfolio managers, and asset managers are always on your side, creating strategic financial solutions that work in the best interest now and well into the future.

Dedicated to supporting and enriching our Dayton community

As a team who lives and works in the Dayton area, we are committed to supporting ideas, events, and organizations that create positive momentum and help improve the lives of our Dayton neighbors. We contribute our expertise, leadership, and support to these and other organizations throughout our community.

    • Dayton History at Carillon Park
    • Big Brothers, Big Sisters Foundation
    • Big Brothers, Big Sisters of Dayton
    • Dayton Habitat for Humanity
    • Salvation Army
    • The Dayton Foundation
    • YMCA of Greater Dayton
    • Carnegie Mellon University
    • Destination Imagination
    • Miami Valley Alzheimer’s Association

  • Fully committed to you

    When you choose to work with Johnson, we know you are entrusting us to help you navigate more than just your financial future.

  • Are you passionate about building strong partnerships?

    At Johnson Investment Counsel, we don’t define our employees’ success by a sales goal. We define it by how happy and well-cared-for our clients feel. If you share our integrity and dedication for serving others, we want to hear from you.