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Fee-Only Fiduciary Advisors in Vero Beach, FL

Ferguson Johnson Wealth Management: Serving Vero Beach Since 1978

With miles of Atlantic ocean beaches, wildlife activities, and boating opportunities, it’s no wonder that Vero Beach is a popular place for vacation homes and retirement living. Whether you’re still working, approaching retirement, or are enjoying post-retirement life on the Florida coast, it’s important to have a custom financial plan in place to ensure you can keep living the lifestyle you’re accustomed to.

At Ferguson-Johnson Wealth Management , we specialize in providing complete financial planning and wealth management services to individuals and families throughout the Vero Beach area, no matter what stage of life you’re in. We take the time to learn about your goals and values so we can tailor a plan to your specific needs.

If you’re ready to take the next step in securing your financial future, don’t wait to get professional advice. Contact Ferguson-Johnson Wealth Management today for your free consultation.

About the Fiduciary Standard for 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.

Experience the difference. Contact a fiduciary advisor at Ferguson-Johnson Wealth Management for financial planning and wealth management services near Vero Beach, FL today.

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 Vero Beach 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.

Learn more about our custom portfolio management approach.

Pre- and Post-Retirement Planning Services

Ferguson-Johnson Wealth Management’s financial planning strategies for retirement are designed to take the stress out of retirement planning and help you make effective investments. But our retirement planning services don’t end when you retire—we’re here to help you throughout every stage of your life.

Many of us think of retirement as the ultimate goal—the stage in our lives when we can finally spend our days doing the things we love. But the stress of running out of money or becoming a burden on your family can be overwhelming if you haven’t planned correctly. Our goal is to make retirement easy on you so that you can focus on enjoying time with family and friends and checking items off your bucket list—like buying a boat, purchasing a waterfront home, or taking an exciting international trip.

If you’re approaching retirement in Vero Beach or need assistance with post-retirement financial planning strategies, we’re the firm to know. Contact the fiduciary advisors at Ferguson-Johnson Wealth Management today.

Retirement Planning for Vero Beach Business Owners

Planning for your own financial future is hard enough—making decisions that affect other families can be overwhelming. 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’ll 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 for Vero Beach business owners.

Take the Next Step toward Financial Freedom with Ferguson-Johnson Wealth Management

With more than three decades of experience offering wealth management advice, financial planning, and investment management, you can be sure that your financial advisor has the knowledge and experience to help you on your financial journey. 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 running a business, approaching retirement, or managing your finances post-retirement, we’ll tailor our plans and advice to your needs.

If you’re looking for a wealth manager and financial advisor near Vero Beach, FL or elsewhere in Indian River County, call Ferguson-Johnson Wealth Management at 772-236-0922 today!