The pace of life in the city can be hectic—from grabbing your morning coffee to jumping on the Metro to get to work, and then spending the day going from one meeting to another. Then once the day is over, you jump back on the Metro, go home, and do it all over again the next day. We know that with a hectic schedule it can be tough to make time to figure out your wealth management plan. That’s where we come in.
Ferguson-Johnson Wealth Management has been providing independent, fee-only financial planning and wealth management services to the Washington, D.C. area since 1978. We believe our independence from financial institutions and insurance companies is key in providing objective advice to our clients.
Our wealth managers 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.
There is an abundance of financial planning and investment firms in the D.C. area, but many of them use a cookie-cutter approach in their portfolio management style. That doesn’t cut it at Ferguson-Johnson Wealth Management.
Whether you work on Capitol Hill, for a local university, or for a professional services company downtown, we’ll use the little time you have in your busy schedule to help you expertly craft a plan for your financial future.
CONTACT NOWAs busy as you are, you probably don’t have time to do extensive research on financial planning firms and why hiring a fiduciary advisor is important. The good news is that your searching stops here. 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. Financial decisions on behalf of the client are always made with careful analysis and comprehensive information.
Most people don’t know that the typical D.C. 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 trying to figure out how to afford a property in downtown D.C., you’re getting ready to start a family, or you’re thinking about moving out of the city for retirement, our financial planners will walk you through every step of the financial planning process from discovery to execution. Wondering if you need a financial planner? If you’re asking yourself that question, you probably do.
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.
Furthermore, if you work for the government or in politics, you might have additional considerations to take into account. A cookie-cutter approach simply won’t cut it. We get to know each client individually and tailor a portfolio to your goals.
Learn MoreWe know what it’s like to run a business in the D.C. area—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 the D.C. area, we’re not new to the industry or the city. We’ve helped countless D.C. residents 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 and financial advisor servicing Washington, D.C. that puts you first, call Ferguson-Johnson Wealth Management today!
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