CFA, CFP®, CPWA®, QPFC, AIF®
Johnston Invstment Counsel
Greg Johnston has been involved in the investment management and financial planning field since 1987. Prior to starting Johnston Investment Counsel in 1997, Greg worked at Mercer Investment Consulting and Stratford Advisory Group, specializing in developing investment programs for institutional and high net worth individuals.
Educational Background and Credentials
Greg earned his B.A. in economics and finance from the University of Illinois at Urbana-Champaign and his M.B.A. from DePaul University. He has earned the following professional designations: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Qualified Plan Financial Consultant (QPFC), and Accredited Investment Fiduciary (AIF).
Greg is a member of the National Association of Personal Financial Advisors (NAPFA), CFA Institute, Investment Analysts Society of Chicago, CFP Board, American Association of Pension Professionals and Actuaries, and FI360.
Gregory Johnston's fiduciary obligation is governed by:
At Johnston Investment Counsel (JIC) we help alleviate your financial concerns so you can refocus on life’s more important activities.
JIC is a true financial partner solely focused on your best interest. We provide a wide range of integrated services designed on achieving your financial goals and objectives.
Johnston Investment Counsel is an independent, fee-only investment management, comprehensive financial planning, and investment consulting firm that has been in business since 1997. We are fiduciaries working with both individual and institutional clients. As fiduciaries, JIC always puts our clients’ interests first as we work in an independent, conflict-free environment.
JIC’s staff of well educated, continuously trained professionals always seeks to exceed client expectations. As an independent, employee-owned firm, JIC does not have affiliations with other firms. We also conduct our own internal, independent research. Taken together, we believe JIC’s characteristics are not only very important to clients, but are fairly unique to JIC.
A fee-only, comprehensive financial planning and investment management firm, JIC provides a wide range of integrated services concentrated on achieving your financial goals and objectives.
A true financial partner solely focused on your best interest, we examine each client’s unique financial situation and provide a customized, integrated solution.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Gregory Johnston 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.
Gregory Johnston 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.
Gregory Johnston is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
Gregory Johnston is an Accredited Investment Fiduciary® (AIF)
Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.
Gregory Johnston is a Certified Private Wealth Advisor ® (CPWA®)
The Certified Private Wealth Advisor® credential is an advanced certification created specifically for financial advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. Intended for current practitioners already working with high-net-worth clients, CPWA® designees must have a full five years of work in financial planning, investment management and retirement planning.
Contact Gregory Johnston
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