We believe our independence from financial institutions and insurance companies is key to providing objective advice to our clients. Our wealth advisors 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.CONTACT NOW
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 interest. The financial decisions our wealth advisors make on behalf of the client are always 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 wealth advisors at Ferguson-Johnson Wealth Management will always operate under the fiduciary standard.
A personal financial plan 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 ready to settle down and start a family, our financial planners will walk you through every step of the process from discovery to execution. Wondering if you need a financial planner? If you’re asking yourself that question, you probably do.
Read more about frequently asked questions on financial planning.
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 that 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.Learn More
We know what it’s like to run a business in Rockville—we’ve been doing it for decades. Federal rules and increased regulatory scrutiny have made it hard for business owners to navigate the ever-evolving landscape of employer retirement plans on their own. We work with you to determine an effective small business retirement plan that satisfies your needs and the needs of your employees while helping to ensure you are complying with regulations.
Read more about our retirement planning services.
With more than four decades of experience offering wealth management advice, financial planning, and investment management for customers all over Rockville, we’re not new to the industry or the community. We’ve helped countless clients achieve their financial goals, and we’re ready to start working for you. We know that every client is different, and we’ll tailor our plans and advice to your needs.