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John H

CFP®, Series 63, Series 65

Lebanon, NH

The Wealth Conservatory

John Hutchins is a CFP® with 31 years of industry experience, currently affiliated with The Wealth Conservatory in Lebanon, NH. He has been with Comprehensive Planning Associates since 1995. The Wealth Conservatory serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, consulting, wealth management, and educational workshops. The firm uses a fee-only model with a focus on passive, academic investment strategies, systematic rebalancing, and tax-loss harvesting.

Cash flow / budgeting Debt management Tax-loss harvesting General retirement planning College savings (529s, UTMA, etc.)
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Daniel J

CFP®, Series 63, Series 65

Lebanon, NH

The Wealth Conservatory

Daniel Johnson III is a CFP® with 13 years of industry experience, currently serving at The Wealth Conservatory in Lebanon, NH. His prior roles include positions at Comprehensive Planning Associates, Inc., Refocus Financial Planning, and Parsec Financial Management Inc. Outside of his advisory work, he manages rental property finances and tenant communications. The Wealth Conservatory provides comprehensive financial planning and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a fee-only, passive investment approach focused on asset allocation, systematic rebalancing, and tax-loss harvesting.

Cash flow / budgeting Debt management Tax-loss harvesting General retirement planning College savings (529s, UTMA, etc.)
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