Carl Amos Johnson

CEO

CFP®, Accredited Investment Fiduciary (AIF®)

Grove Street Fiduciary, LLC

My Approach

We want to meet you and your family regularly in person. In the world of AI, this is a must for us.

The Clients I Serve

Business Owners, Executives, High Earning First Generation, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Women & Female Leaders, Working in Retirement

Major Milestones I Specialize In

Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Early Retirement or Financial Independence, End of Life and Legacy Planning, Funding Education, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance, Widowhood

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

The choices people make in financial matters have a tremendous impact on their lives. We provide in-person expert fiduciary investment and planning advice for clients in a world that often underestimates risk and is prone to hurried decisions. We understand the questions and transitions you face—and how to succeed in them. You may just need a second opinion. As independent fiduciary (fee-only) advisors, we serve only you. We have the highest education and compliance requirements. We do not sell financial products nor receive commissions. We are compensated solely from fees paid to us by our clients. Therefore, we serve only your interests. We are honored to help.

Disclosures

Clients can hold investments anywhere, but we generally recommend Schwab as a custodian.

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.