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Joshua M. Johnson, CFP®

Financial Strategist

Joshua Johnson serves as a Financial Strategist for the Dayton office of McKinley Carter Wealth Services. He has worked in the financial planning industry for more than 31 years creating strategies to help clients make their dreams attainable. Joshua also serves as the specialist for McKinley Carter's Financial Autonomy Specialized Practice Group.

Licensing and Education

  • Associate of Arts in Business Administration, Sinclair College
  • Studied Computer Engineering, The Ohio State University

Accomplishments and Honors

Joshua was honored in 2020 as one of the “Top Ten African-American Males” in Dayton.

He also received Emeritus status from the African American Community Fund board in 2019, an accomplishment of only six previous board members. Joshua has been featured as a retirement expert in numerous newspapers, magazines, and television both locally and nationally. He was also a contributing author to the book Blended Families, an anthology, where he focused on the unique financial situations of blended families.

Joshua founded Grace Financial Group in 1989, providing comprehensive financial planning services in Dayton, Ohio. Due to well-aligned goals, LifePlan Financial Group acquired Grace Financial Group in 2008 where he served as a relationship manager.

Community Involvement

Joshua has served on the Advisory Board of The African American Community Fund for six years where he led as President from 2015-2018. He also served on the Board of Directors for The Linda Vista Project, Christian Marketplace Network, Jubilee Magazine, Rainmakers and Kingdom Heights Development.

Additionally, Joshua has served his church as a Finance Committee Member, Media Department Administrator, and Deacon. He also served the youth as a former coach of Wayne Pee Wee Football and Huber Heights Youth Basketball.

Joshua’s Articles
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Combine Hobbies, Volunteering for More Purpose in Retirement

If you're a retiree, orienting your volunteer work around the things you do best could help you find new meaning and satisfaction in your hobbies, while also creating new social connections that will deepen your retirement experience. Learn more about the types of synergies that retirees can create between what they LOVE to do and what their community needs.

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Is My Money Improving My Life?

With the new year comes new resolutions and goals. If you're looking to get your financial house in order in 2022, don't forget to focus on your Return on Life. Learn what steps to take to help your financial goals become reality.

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A women smiling in an office, meeting with a client.

Expect to Leave Invigorated.

Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.

Reach out for a consultation.