Dan Mickley Launches Mickley Wealth Strategies With LPL Financial
Dan Mickley, a veteran financial advisor with 18 years of experience, has transitioned from Janney Montgomery Scott to launch his independent wealth management firm, Mickley Wealth Strategies, in affiliation with LPL Financial.
Filed by Winthrop & Co.
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POWELL, OH — Winthrop & Co. announces the launch of Mickley Wealth Strategies, founded by Dan Mickley, in affiliation with LPL Financial. After nearly two decades at Janney Montgomery Scott, Dan transitioned to LPL to serve clients with greater autonomy and flexibility.
With 18 years in financial planning, retirement strategies, and portfolio management, Dan has established a reputation for goals-based planning that aligns clients' financial lives with their personal visions.
"The goal was never to be the biggest," Dan stated. "It was to be everything for the right clients."
By limiting the number of households served, Dan provides deep, personalized attention and ongoing strategic guidance. Many client families have worked with him for years, often spanning multiple generations.
Mickley Wealth Strategies emphasizes trust, transparency, and adaptability as core wealth management principles. The practice is based in Powell, Ohio, while serving clients across the country.
Outside work, Dan enjoys time with his daughters Charleigh and Lucy and their dog Moose. He is an avid sports fan supporting the Cleveland Guardians, Columbus Blue Jackets, and Ohio State Buckeyes.
Through this transition, Dan reaffirms his commitment to delivering thoughtful, high-touch wealth planning centered on client interests.
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December 10, 2025