For residents of Ashburn, efficient tax strategies, financial planning, and wealth conversion are vital components of effective personal finance management. Despite having a strong work ethic and accumulating a substantial amount of wealth, many individuals overlook investment management and tax-saving strategies that could maximize their financial gains. By implementing effective financial planning, wealth conversion strategies, and efficient tax strategies, individuals can make informed financial decisions and achieve long-term financial objectives.
At Ferguson-Johnson Wealth Management, we know that each investor is different and requires a custom portfolio and financial plan. We’ve been providing independent, fee-only financial planning and wealth management services to the Ashburn area and beyond since 1978. We believe our independence from financial institutions and insurance companies is key in providing objective advice to our clients.
Our wealth managers and financial planners operate under the fiduciary standard, meaning that we provide objective advice about your financial situation and always put your interests above our own. Our goal is to help our clients plan wisely, so they can live fully.
As an informed individual, you may have worked with a financial advisor in the past. If you’re looking for a new financial advisor servicing Ashburn, or your current advisor is not meeting your needs, Ferguson-Johnson Wealth Management is here to help. Our team will take the time to understand your unique circumstances and goals, ensuring that our wealth management services meet your needs. Trust the experienced financial advisors in Ashburn to help you navigate your financial journey with confidence.
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About the Fiduciary Standard for Fee-Only Financial Planning
At the most basic level, a fiduciary is a trustee. In the world of financial planning and wealth management, the fiduciary standard demands that financial advisors act in their clients’ best interests and that financial decisions on behalf of the client are made with careful analysis and comprehensive information.
Most people don’t know that the typical broker is held only to the suitability standard, which simply requires the broker to make “suitable” recommendations, regardless of whether that recommendation is in the client’s absolute best interests. You can rest easy knowing our team members at Ferguson-Johnson Wealth Management will always operate under the fiduciary standard.
Fee-Only Personal Financial Planning Services
A personal financial plan, guided by a trusted financial advisor servicing Ashburn can assist in making smart decisions about your money throughout every stage of your life. Whether you’re still in the early stages of your career, commuting to and from the city every day with a busy schedule, or you’re trying to plan for your childrens’ future, our financial planners will walk you through every step of the wealth management process from discovery to execution.
You might know a lot about financial planning, but it’s always best to get a second opinion from an expert who can look at the situation with an outsider’s perspective.
Learn more about our fee-only personal financial planning services for residents of Ashburn, VA.
Investment Management Services
Many other financial planning and wealth management firms use a “one-size-fits-all” approach to investment management, offering essentially the same portfolio options to every client who walks through the door. At Ferguson-Johnson Wealth Management, we know that each investor has a different level of experience, a different budget, and a different desired level of risk when they decide to invest. A cookie-cutter approach simply doesn’t cut it. We get to know each client individually and tailor a portfolio to your needs.
We often make use of Dimensional Funds for our Ashburn investors because of Dimensional’s academically focused approach. Dimensional structures investment strategies based on academic research rather than on speculation or commercial indexes, and their board members include some of the nation’s most distinguished and recognized academicians.
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Retirement Planning for Ashburn Business Owners
As experienced business owners ourselves, we understand the challenges that come with navigating the complex landscape of employer retirement plans. Our team will work with you to develop an effective small business retirement plan that meets the needs of both you and your employees while ensuring compliance with regulations.
Read more about our retirement planning services.
Schedule Your Fee-Only Financial Planning Consultation for residents of Ashburn, VA
Ferguson-Johnson Wealth Management has been serving customers in Maryland and Virginia for over three decades. We know that every client is unique, whether you’re starting a family, building your career, or preparing for retirement. That’s why we offer personalized wealth management services tailored to your needs.
