FamilyRoot Wealth Advisors, LLC - Dan Johnson

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FamilyRoot Wealth Advisors, LLC - Dan Johnson Helping individuals & families make confident financial decisions that support their most important life goals.

We are dedicated to providing personalized Wealth Management services that are anchored in integrity and a fiduciary standard of care.

An incredible foundation making such a meaningful difference in our community!
10/21/2026

An incredible foundation making such a meaningful difference in our community!

During the October 6 meeting, the Board of Commissioners presented a proclamation recognizing October 18-24 as National Teen Driver Safety Week in Coweta County. This recognition was given to the parents of Abby, who founded Abby’s Angel Foundation in her memory.

National Teen Driver Safety Week raises awareness about the leading causes of teen driver crashes and promotes safer driving behaviors. The observance serves as a reminder of the importance of avoiding distractions, wearing seatbelts, obeying traffic laws and making safe decisions behind the wheel to help keep everyone safe.

Year Two of FamilyRoot Wealth being a proud sponsor of Madras Middle School! Grateful for all the amazing teachers and s...
10/19/2026

Year Two of FamilyRoot Wealth being a proud sponsor of Madras Middle School! Grateful for all the amazing teachers and staff who make a difference for our kids and community. Go Eagles!

10/14/2026

The Social Security Administration announced Wednesday that Social Security benefits will increase by 3.6% in 2027, up from a 2.8% increase in 2026. The adjustment is based on changes in the Consumer Price Index, which measures inflation by comparing prices from July through September with prices during the same period the previous year.

10/02/2026

One Year of FamilyRoot Wealth! 🎉

It’s officially been one year since we welcomed our first client to FamilyRoot Wealth! I can’t believe how much has happened in such a short time.

When I left my old firm, I made a bet on a simple idea: if I focused on giving great advice, providing exceptional service, and always putting my clients’ best interests first, everything else would fall into place.

A year later, I’m incredibly grateful to see that belief becoming reality.

The most rewarding part has been hearing from so many clients about the value they've found in our work together—whether that’s having a clearer plan, feeling more confident about retirement, or simply knowing they have someone in their corner to call when they need guidance. That’s exactly what I hoped to create when I started the firm, and it means a great deal to hear that it’s making a difference.

FamilyRoot Wealth is growing the way I hoped it would: through real relationships and word of mouth, with the support of clients, friends, and family who have believed in me.

To everyone who has trusted me, referred someone, or simply cheered me on along the way - thank you!

I’m grateful for everything this first year has brought, and I’m so excited for what’s ahead. We’re just getting started!

09/23/2026

Check out BlackRock's Weekly Market Commentary!

https://www.blackrock.com/us/financial-professionals/literature/market-commentary/weekly-investment-commentary-en-us-20260921-the-ai-buildout-meets-the-5-percent-world.pdf

This content is produced by BlackRock and shared for informational purposes only. FamilyRoot Wealth Advisors, LLC is not affiliated with BlackRock and does not endorse or guarantee the accuracy of this material. This post should not be considered personalized investment advice. Please consult with a qualified financial professional before making investment decisions

09/15/2026

Pay yourself first.
Treat investing like a bill.
Every month, invest before you start spending.
It’s not, “I’ll save whatever is left over.”
It’s, “I’ll save first, then spend what’s left.”
It may mean saying no to some things today.
Build the habit. Make the sacrifice now.
Your future self will be glad you did.

09/11/2026

Today, we remember. We honor. We will never forget. 🇺🇸

09/04/2026

A lot of people focus on their lump sum and ask, “Is this enough to retire?”

But that’s not really the right question.

What matters is how much you need your portfolio to provide each year.

Your withdrawal rate depends on the gap between your annual expenses and the income coming from other sources.

And there are a lot of factors that can change that equation:

• When you decide to take Social Security
• Pension income
• Rental income
• Part-time or consulting income
• How much you’re spending each year
• Taxes and inflation
• How your portfolio is invested

For example, someone with a $2M portfolio and $50k of annual income needs has a very different retirement plan than someone with a $2M portfolio who needs $200k a year from their investments.

The goal isn’t just to build the biggest portfolio possible. It’s to build an income strategy that makes the portfolio last.

That's where good retirement planning can make a big difference.

08/28/2026
08/28/2026

Fed Chair Kevin Warsh’s message from Jackson Hole today: inflation remains the Fed’s biggest concern. While recent inflation data has improved, Warsh said the underlying trend has not improved enough. If inflation doesn’t move convincingly toward the Fed’s 2% target, higher interest rates may still be necessary.

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Newnan, GA
30263

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