Charles Johnson

MBA, CFP®

EP Wealth Advisors

Senior Wealth Advisor

Contact Me

Charles Johnson

MBA, CFP®

EP Wealth Advisors

Senior Wealth Advisor

Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Charles Johnson, MBA, CFP®

Contact Me

978-463-8771

Website

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Charles Johnson is a Newburyport, MA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Charles Johnson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Chuck Johnson has 16 years of experience providing Wealth Management services. Chuck joined EP Wealth Advisors in 2023, following his leadership role as Managing Partner at Resolute Financial LLC. Prior to that, he held management positions at Texas Instruments, and as Chief Financial Officer of a tech company. He earned his CFP® certification in 2006, joining with fellow Newburyport resident Tom Dwyer to build Resolute Financial, and has been guiding clients on their financial journeys ever since. Chuck enjoys the energy and depth of knowledge of his peers at EP Wealth Advisors, while incorporating the wide range of services available for his clients. His volunteer activities have included being past President of the Newburyport Education - Business Coalition, and as Cornell Alumni Admissions Ambassador. Chuck’s personal life is spent with his wife and three adult children, along with pursuing interests in golf, kayaking, fishing, and playing guitar.

Education

Cornell University, MBA
WPI, BS Mechanical Engineering

EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

Working Together

  • 80+ CFP® and CFA Professionals
  • 31 Offices Nationwide
  • Virtual Meetings
  • Clearly Defined Fees

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Charles 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.

Contact Charles Johnson

978-463-8771

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Office Locations:

  • 102 State Street
    Suite E
    Newburyport, MA 01950
  • 875 Greenland Road
    Suite A10
    Portsmouth, NH 03801

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