Fee-Only Wealth Management in the Rockville, MD Area
Ferguson Johnson Wealth Management has been providing independent, fee-only financial planning and wealth management services to Rockville, MD and the greater D.C. area since 1978. We believe our independence from financial institutions and insurance companies is key to providing objective advice to our clients. Our wealth managers and financial planners operate under the fiduciary standard, meaning we are required to 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.
If you need a fiduciary advisor in the Rockville, MD or Vero Beach, FL areas, contact us for a free consultation today!
What Is a Fiduciary?
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 put their clients’ needs above their own and that financial decisions on behalf of the client are made with careful analysis and comprehensive information.
Don’t All Financial Advisors Follow the Fiduciary Standard?
Unfortunately, the answer is no. 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 at Ferguson Johnson Wealth Management always operates under the fiduciary standard.
Our Wealth Management Services
At Ferguson Johnson Wealth Management, we offer a full range of wealth management and financial planning services to point you in the right direction. We’re with you every step of the way on your journey to financial success. Our services include:
- Personal financial planning for every stage of your life
- Investment management, with a focus on Dimensional Funds
- Retirement planning for every type of wage earner, including business owners
Whether you’re just getting settled in your career, a seasoned investor, or a recent retiree, we’ll work with you to determine what plan is best for your needs. Contact us to learn more about our financial advisory and investment management services in Rockville.
Ferguson Johnson Wealth Management for Fiduciary Advice in Maryland, Northern Virginia, & Washington, D.C.
With more than three decades of experience offering wealth management advice, financial planning, and investment management for customers in the Maryland and D.C. area, we’re not new to the industry. 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.
If you’re looking for a wealth manager or financial planner that puts you first, call Ferguson Johnson Wealth Management at (301) 284-8786 today!