Carl Amos Johnson| CFP®, MBA, AIF®
Grove Street Fiduciary, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
PO Box 396
Peterborough, NH 03458
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Carl Amos Johnson is a Peterborough, NH Fee-Only Financial Planner serving clients across the country. He is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
The choices people make in financial matters have a tremendous impact on their lives. We understand the questions you have. We understand the transitions you face - and how to succeed in them. We understand the overwhelming number of choices and decisions. We understand you may just need a second opinion.
We are honored to help.
Grove Street Fiduciary was principally built to deliver expert investment and planning advice, without bias, for clients in a world that often underestimates risk and is prone to hurried decisions. We have been quietly helping our clients plan and make sound investments for more than 27 years.
Carl Amos Johnson has been a global fee-only fiduciary advisor and investment strategist at Grove Street Fiduciary, LLC in Peterborough, NH, since 2001. He assists clients with comprehensive financial life planning, estate planning, strategic investment management, and business consulting.
Highly skilled fiduciary and Five Star Advisor
Carl is a Paladin Five Star Advisor and is an Accredited Investment Fiduciary™ (AIF®). He is also a member of the National Association of Personal Financial Advisors (NAPFA®) and the Financial Planning Association® (FPA®).
Carl loves his work as a fiduciary. He is skilled at using his expertise in complex tax, investment and estate planning concepts to create clear, prosperous and coordinated strategies with clients, which give them a great sense of empowerment, support and, in many cases, relief.
A respected commitment to service
Carl began his career as a commissioned officer in the U.S. Navy following his graduation in 1992 from the University of Illinois, where he earned a bachelor’s degree in political science in a 4-yr NROTC scholarship program. His first assignment was aboard the USS BRISCOE, where he earned his designation as a surface warfare officer.
He was next assigned to instructor duty at Jacksonville University in Jacksonville, Florida, where he taught marine navigation and leadership/ethical management. While there, he earned his MBA and graduated summa cum laude with a degree concentration in finance.
Decorated naval officer and financial educator
Following completion of his MBA, Carl served as a combat systems officer aboard the USS CLARK and also as a financial educator and counselor to military families in the Financial Education Department of the Navy Family Service Center. In 2000, he resigned his active commission and was sworn in as an officer with the Navy Reserves. That same year, he received his professional certification as a CFP® practitioner.
Currently the rank of Captain, Carl has received a number of awards, including the Defense Meritorious Service Medal, Joint Commendation Medal, Navy Commendation Medal, Navy and Marine Corps Achievement Medal and the Humanitarian Service Medal.
Carl lives with his wife, Diana, and their children, Abigail and Elijah, in Greenfield, NH, where they love the outdoors and rural life.
Client-focused fee-only financial advisors
Grove Street Fiduciary, LLC is among the most highly rated and respected fee-only financial advisors in the country, advocating for clients since 1988. From our Peterborough, NH, office we meet with clients from around the country.
We are a select Paladin Five Star Advisor and a Securities Exchange Commission-registered investment advisor.
As fee-only financial advisors compensated only by our clients, we provide independent and objective investment advice.
Specialized training, highest ethical standards
Although many advisors call themselves financial planners, each of our advisors has completed rigorous training to earn the distinction of CERTIFIED FINANCIAL PLANNER™ professional.
As members of the National Association of Personal Financial Advisors (NAPFA®), the nation’s leading organization of fee-only financial advisors, we have each taken an oath to act as a fiduciary, a financial advisor who pledges to work strictly in each client’s best interest.