CFP®, MBA, AIF®
Grove Street Fiduciary, LLC
Fiduciary advisor and fee-only financial planner with offices in Peterborough, NH, serving clients nationwide.
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.
Carl Johnson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Carl Johnson is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Carl Johnson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Carl Johnson is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Carl Johnson
20 Grove Street
PO Box 396
Peterborough, NH 03458