Windfall Advisors

About Us

We’re a Registered Investment Advisory firm specializing in managing sudden wealth assets for recipients across the country. For over a decade, we’ve been protecting, planning, and growing financial windfalls into lasting legacy’s.

Clients include lottery winners, high net worth individuals, inheritance, family offices, trustees, corporations

Products: Inherited IRA's, IRA's, Trust, Roth IRA's, 401(k)s, corporate retirement plans,

Services: Wealth Management, Investment Management, Financial Planning, Financial Consulting, Risk Management, Asset Management

We pride ourself on our reputation and track record. Since entering wealth management industry over a decade ago, our founder Daniel Scott Johnson nor Windfall Advisors has had a client complaint or regulatory ding. We feel at any point if you’re not happy or feel we aren’t or haven’t provided value to you we will reimburse the last quarterly fee no questions asked.

Our mission is to reach and help as many people as we can. We would love to connect with you.