Carl Johnson (AIF®, CFP®, MBA)

Carl Johnson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

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 28 years.
Successfully. Locally. Globally.

Additional Information

Our clients are families, trusts, and institutions desiring fiduciary services. We serve clients in the U.S. and abroad.

We work with clients' investments and financial matters within a comprehensive and global strategy that is individually designed.  Our goal is to provide security and significance for clients and their financial resources.

To the exclusion of every other consideration, we operate and advise in the best interests of our clients.  We are compensated directly by clients so we retain complete independence and objectivity.  

Specialties:
::Tax sensitive matters.
::Global Investing.
::Coordination among client's advisory team.
::Business owners, professionals, trusts, families.
::Foundations and endowments.
::Accredited Investment Fiduciary®  using the Global Fiduciary Standards of Excellence.

Carl began his professional career as a commissioned officer in the U.S. Navy following his graduation in 1992 from the University of Illinois. Carl served aboard several ships during his almost 10 years of active duty including teaching for the Navy, when he earned his MBA and graduated summa cum laude with a degree concentration in finance from Jacksonville University. 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. Retired at the rank of Captain after serving overseas, at the Pentagon, and Guantanamo Bay, Carl has received a served at the highest levels of the military and earned a number of personal awards.

 

Carl lives with his wife, Diana, and their children, Abigail and Elijah, in Greenfield, NH, where they love the outdoors and rural life.

NAPFA Start Date

September 10, 2002

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This Office

20 Grove St Peterborough, NH 03458-1470 Phone: (800) 258-9939 Fax: (603) 924-9938