Who We Serve: Our Wealth Management Clients
Fee-Only Fiduciary Advisors Serving the Rockville, MD Area
For many people, choosing smart investments, managing assets, and planning for retirement can be a challenge. A financial advisor can make meeting your long-term financial goals much easier by helping you to develop a realistic, intelligent strategy to protect your wealth and grow your assets through wise investment decisions and helpful financial advice.
Since 1978, our professional financial advisors at Ferguson-Johnson Wealth Management have helped our customers throughout in Rockville, MD and throughout the DC area make sound investment decisions and take meaningful steps to prepare for the future. As a fee-only fiduciary adviser, the success of our clients is our top priority, and we are devoted to helping them meet their financial goals.
To learn more about our financial planning and wealth management services, contact Ferguson-Johnson Wealth Management today.
Who Are Our Clients?
At Ferguson-Johnson Wealth Management, we serve an eclectic collection of clients, from small business owners and corporate executives to young professionals, retirees, and those just starting a family. We understand that everyone has different financial goals and desires for the future, and we work with every client on an individual basis to help them meet their financial goals. Some examples of our typical clients include:
Many of our customers are young professionals, just beginning their career journey. With very little investment experience, they need helpful advice to make sound investment decisions and to plan for the future. Our financial advisors can help young professionals form a financial plan that provides the assets necessary to start a family, buy a home, and plan for a comfortable retirement.
Starting a family requires careful planning and good financial decisions. Our advisors can help young families start saving for expenses like homes and college educations, while making wise decisions that protect assets for future generations and work toward a comfortable nest egg for retirement.
Those Approaching Retirement
As retirement age approaches, many decisions have to be made to ensure a comfortable life after a long career. Our financial advisors can help imminent retirees to choose investments that will maximize their income after retirement and protect their estate and assets for future generations.
Business owners must provide for their employees and protect the assets of the business for the future. Our financial advisors can help business owners to manage retirement accounts and other assets for their employees, and they can provide advice that will help protect the business in the event of the owner’s death.
Those who have been using another financial advisor may not always be happy with the results. While some firms prefer short-term gains and frequent trades, our investment philosophy involves trusting market forces, long-term investing, and diversification. With investment vehicles like Dimensional Funds, we can help investors realize consistent gains with minimal risk. We can also help investors to diversify their portfolios and manage their existing investments.
To learn how we can help you reach your financial goals, contact us today.
Financial Planning Services in Rockville, MD & Beyond
At Ferguson-Johnson Wealth Management, we work hard to help our customers reach their financial goals, and we offer a variety of services to help them along the way, including financial planning and wealth management, retirement planning, estate planning, and more.