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Important Disclosures for Our Wealth Management Firm

RIA Firm

Investment advisory services are offered through Ferguson-Johnson Wealth Management, a Registered Investment Advisor. This site is published for residents of the United States only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information please contact Derek Johnson at 301-284-8786.

What Does It Mean to Be an RIA Firm?

An RIA firm must be registered with the Securities and Exchange Commission (SEC) or state securities authorities. RIA firms have a fiduciary duty to clients, meaning they are obligated to act in their clients’ best interests with regard to financial advice. Ferguson-Johnson Wealth Management always adheres to the fiduciary standard.

Asset Allocation/Diversification

Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.

Tax/Legal Advice

Ferguson-Johnson Wealth Management does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Mutual Fund/ETF

Mutual Funds and Exchange-traded funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

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Still Have Questions? Contact Us for More Information

Ferguson-Johnson Wealth Management is a fee-only, fiduciary wealth management firm in Rockville, Maryland. We offer a range of services from investment management to personal financial planning, retirement planning, and everything in between. If you have any questions about our firm, our services, or how our expert fiduciary advisors can help you achieve your financial goals, call us today at 301-284-8786.