POWELL, OH – Winthrop & Co. is proud to announce the launch of Mickley Wealth Strategies, founded by Dan Mickley, in affiliation with LPL Financial. After nearly two decades of experience in financial planning, retirement strategies, and portfolio management, Dan made the decision to transition from Janney Montgomery Scott to LPL in order to better serve his clients with greater autonomy and flexibility.
With 18 years in the industry, Dan has built a reputation for thoughtful, goals-based planning. His approach centers on aligning each client’s financial life with their personal and long-term vision, and his move to independence allows him to sharpen that focus even further.
“The goal was never to be the biggest,” Dan shared. “It was to be everything for the right clients.”
By intentionally limiting the number of households he serves, Dan ensures each client receives deep, personalized attention and ongoing strategic guidance. Many of the families he works with have been with him for years—and in many cases, across multiple generations.
Mickley Wealth Strategies reflects Dan’s belief that trust, transparency, and adaptability are the core pillars of effective wealth management. His practice is rooted in Powell, Ohio, but his reach spans across the country, serving clients coast to coast.
Outside the office, Dan enjoys life with his two daughters, Charleigh and Lucy, and their dog Moose. He’s a passionate sports fan—often found cheering on the Cleveland Guardians, Columbus Blue Jackets, and his alma mater, The Ohio State Buckeyes.
With this new chapter, Dan is reaffirming his commitment to delivering thoughtful, high-touch wealth planning—on his own terms, and always with the client’s best interest at heart.