Ames Planning Associates, Inc. photophotophotophoto
Helping you achieve life goals through all the seasons of your life
Fee-Only Financial Planners and Investment Advisors
ABOUT US SERVICES ARTICLES NEWS FAQS CONTACT US SITE MAP HOME
 
 


GROVE STREET FIDUCIARY
ADVISORS:

Carl Johnson

Carl Amos
Johnson
MBA, CFP®, AIF®

Eline Ruediger

Eline Ruediger
CFP®

Carl Johnson

HeatherLong
CFP®

Eline Ruediger

Hazel Hensel
Registered Paraplanner®



As fiduciaries, Grove Street Fiduciary advisors pledge to act in good faith and in the best interests of each client.

 


About Us

Carl Amos Johnson, MBA, CFP®, AIF®
Owner and Chief Investment Strategist

Carl Amos Johnson has been a global fee-only fiduciary advisor and investment strategist at Grove Street Fiduciary, Inc. in Peterborough, NH, since 2001. He assists clients with comprehensive financial life planning, estate planning, strategic investment management, and business consulting. Grove Street Fiduciary, a SEC-registered investment advisor, has been recognized by Bloomberg Wealth Managers as one of the top wealth managers in the country.

Prior to joining Grove Street Fiduciary, Carl was a financial planner and investment advisor with Mascoma Mutual Financial Services in Lebanon, NH.

Highly skilled fiduciary and Five Star Advisor

Carl is a Paladin Five Star Advisor, one of fewer than 500 financial advisors in the world recognized with this distinction, and is an Accredited Investment Fiduciary™ (AIF®). He is also a member of the National Association of Personal Financial Advisors (NAPFA®), the Financial Planning Association® (FPA®), and the New Hampshire Estate Planning Council. In addition, he is a founder and director of the ConVal Community Scholarship Foundation in Peterborough, NH.

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

He 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 and completed the NROTC program. His first assignment was aboard the USS BRISCOE, where he earned his designation as a surface warfare officer.

He was next assigned to ROTC 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 Commander, Carl has received a number of awards, including the 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.


back to the top


 

 

Carl Amos Johnson

Listen to Grove Street Fiduciary’s
Carl Amos Johnson
on the
Focus on
Fiduciary Show

Grove Street Fiduciary Is a
Five Star Advisor


Read Carl Amos Johnson's Paladin Profile


Read Carl Amos Johnson's Navy Biography


 
Ames Planning Associates, Inc.

About UsServicesArticlesNewsFAQsContact UsSite MapHome
Client RightsDisclosure

Certified Financial Planner™Fee Only®NAPFAPaladin Registry