Located less than 10 miles northeast in Rockville, we’ve been serving the Potomac area for almost 40 years. Many of our advisors are just like you—high-income professionals who want to make smart financial decisions to help support ourselves, our families, and our financial goals. We’ll learn about your values and ambitions and use that information to create a custom financial plan and investment strategy that fits your lifestyle.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 interests. 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.
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 trying to plan for your children’s future, our financial planners will walk you through every step of the 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 financial planning 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 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.
We often make use of Dimensional Funds for our Potomac 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.Learn More
We know what it’s like to run a business in Maryland—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 three decades of experience offering wealth management advice, financial planning, and investment management for customers all over Potomac, we’re not new to the industry or the community. We’ve helped countless families achieve their financial goals, and we’re ready to start working for you! We know that every client is different—whether you’re starting a family, sending children off to college, or ready for retirement, we’ll tailor our plans and advice to your needs.