Who We Are

Since 1978, Ferguson-Johnson Wealth Management has been a trusted and reliable partner serving retirees, pre-retirees, and government employees in Maryland, Virginia, and the District of Columbia. As a fee-only registered investment advisory firm, we provide personalized investment management, retirement, tax, and financial planning services tailored to meet our clients’ needs and goals.

Drawing on our extensive years of experience and exposure to various investment styles, we take a disciplined and consistent approach to investing. As fiduciaries, we operate independently from big financial firms and insurance companies, allowing us to offer unbiased, client-driven advice with no hidden costs or commissions. Our approach is based on open communication and building successful advisor-client relationships, ensuring transparency and earning the trust and loyalty of our clients over the years.

The Ferguson-Johnson
Wealth Management Team

Derek Johnson, CRPC®

Principal and Director

Chartered Retirement Planning Counselor Derek Johnson, CRPC®, serves as the Principal and Director of Ferguson-Johnson Wealth Management, an independent, fee-only...

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Jon Powell, CFP®

Financial Planner and Portfolio Manager

Certified Financial Planner Jon Powell, CFP® serves as a financial planner and portfolio manager for Ferguson-Johnson Wealth Management, an independent,...

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Stacie Ricketts

Financial Operations Manager

Stacie Ricketts is a financial operations manager with Ferguson Johnson Wealth Management. In this role, Stacie manages aspects of daily...

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What We Do

Ferguson Johnson Wealth Management is a fee-only, independent financial advisory firm that partners with you to help set you up for the retirement you’ve been dreaming of. Our personalized and client-centered services allow you to plan wisely so you can live fully. We make this a reality by building a foundational understanding of your life—your dreams, concerns, and challenges. We leave no stone unturned as we look at your current situation and assess how we can help you get from point A to point B. All of our services—from retirement planning and investment management to charitable giving and tax strategies —are customized to your specific goals and values.

 

That means, your portfolio won’t look like anyone else’s because not only is your timeline and risk tolerance unique, but so is your vision of an ideal retirement. And, as a fiduciary firm, we can use the best suited funds and products available and tailor them to your needs.

We also follow a long-term, steady approach. Life is unpredictable—and so are the markets. We’ll build your portfolio with a big-picture view that will not only protect it from major swings but also keep it academically researched and robust. Our comprehensive, personalized touch will help you find the confidence to live your best life right now and look to the future with excitement.

Our Philosophy

We’ve been helping clients plan for and enjoy retirement for more than 40 years. As a fee-only fiduciary, we make decisions that are in your best interest. We operate independently from the big financial firms and insurance companies, freeing us to provide you with unbiased, client-driven advice. Our goal is to help our clients plan wisely, so they can live fully.

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Client Centered Values

Ferguson-Johnson Wealth Management is built upon several principles that guide our approach with our clients and our conduct as professionals.

Integrity

Integrity is the quality of being honest and reflects a personal commitment to a high ethical standard. It means doing what is right, even when no one is keeping score. We believe that integrity matters in our relationship with you, and we strive to prove the strength of our character through our words and actions.

Reliability

Relationships are all about mutual trust. We want you to be confident in our commitment to helping you reach your personal and financial goals, and we foster that confidence by doing what we say we are going to do. Our business depends on you, and you can depend on us as a reliable, trustworthy partner.

Teamwork

The best ideas come from collaboration. Our experienced team of professionals work together to find the most robust solutions to your financial needs. We coordinate those solutions with your accountant, attorney and other key members of your financial team. Our most important collaboration is our partnership with you.

Education

We believe that by seeking continuous improvement in ourselves and our professional knowledge, we can increase your possibilities to achieve the best results. To this end, we are firmly committed to the lifelong pursuit of learning and are always looking for ways to enhance the quality of financial education we provide you.

Listening

A discerning ear leads to better solutions. Your goals define and drive every process and business practice at Ferguson-Johnson Wealth Management, and gaining a full understanding of those goals requires listening. We ask a lot of questions during our conversations with you and listen very carefully to your responses.