As an educated taxpayer, you’ve probably worked with a financial advisor in the past. Maybe your relationship with them didn’t work out, or you simply weren’t a great fit for each other. Or perhaps you recently moved to Bethesda, and you’re looking for a local firm to help you with your investment portfolio.
In the early stages of our relationship, starting with your initial consultation, we’ll work hard to get to know you and understand your needs, desires, and circumstances so that you can make an educated decision about whether you want to work with us and utilize our wealth management services.
You’ve worked hard to get to where you are, and you need an expert who can give you smart advice regarding your assets. As a top wealth management firm in Maryland—and located less than 10 miles north of Bethesda in Rockville—Ferguson-Johnson Wealth Management is well-equipped to help you with everything from investment management to retirement planning. Our expert financial advisor servicing Bethesda provides an outsider’s perspective to ensure smart decision-making.
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About the Fiduciary Standard for Fee-Only Financial Planning
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 interests and that financial decisions on behalf of the client are made with careful analysis and comprehensive information.
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 members at Ferguson-Johnson Wealth Management will always operate under the fiduciary standard.
Fee-Only Personal Financial Planning Services
A personal financial plan can assist in making smart decisions about your money throughout every stage of your life. Whether you’re still in the early stages of your career, commuting to and from the city every day with a busy schedule, or you’re trying to plan for your children’s future, our financial planners will walk you through every step of the wealth management process from discovery to execution.
You might know a lot about financial planning, but it’s always best to get a second opinion from an expert who can look at the situation with an outsider’s perspective. Trust us as your go-to financial advisor servicing Bethesda for smart asset management.
Learn more about our fee-only financial planning services
Investment Management Services
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. A cookie-cutter approach simply doesn’t cut it. We get to know each client individually and tailor a portfolio to your needs.
We often make use of Dimensional Funds for our Bethesda investors because of Dimensional’s academically focused approach. Dimensional structures investment strategies based on academic research rather than on speculation or commercial indexes, and their board members include some of the nation’s most distinguished and recognized academicians.
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Retirement Planning for Bethesda Business Owners
We know what it’s like to run a business in Maryland—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.
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Schedule Your Fee-Only Financial Planning Consultation for residents of Bethesda, MD
With more than three decades of experience offering wealth management services, personal financial planning, and investment management for customers in Bethesda and throughout Maryland, we’re not new to the industry or the community.
We’ve helped countless individuals achieve their financial goals, and we’re ready to start working for you! We know that every client is different—whether you’re starting a family, accelerating in your career, or ready for retirement, we’ll tailor our plans and advice to your needs.
