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Wealth Management in Rockville, Maryland

At Ferguson-Johnson Wealth Management, we believe in a holistic approach to wealth management throughout the Rockville area and beyond. With a comprehensive financial plan, smart investment portfolio management, and proactive retirement planning, we aim to set you up for financial success now and in the future. Whether you’re early on in your career or nearing the age you’d like to retire, we’ll help create a comprehensive wealth management plan that works for you.

Take the first step toward financial freedom—contact us today for financial planning services in Rockville, Maryland!

Take Control with Our Personal Financial Planning Services

Money can be an uncomfortable topic for everyone, especially when you’re not where you want to be financially. But you’ll never get judged by us—we’re here to help, not criticize. The fiduciary advisors at Ferguson-Johnson Wealth Management in the Rockville area are here to make the process of building a financial plan easier so that you can reach your financial goals quicker. Whether you’re early on in your career, getting ready to start a family, or approaching retirement, we’ll help you determine the best path.

Want to learn more about our financial planning services in Rockville, MD? Call us today at ​301-670-0994!

Invest Wisely with Our Portfolio Management Services

Deciding where and how much wealth to invest can be a confusing process. Even seasoned investors can get caught up in the latest investing “trends” and “crazes.” As fee-only advisors, the team at Ferguson-Johnson Wealth Management will objectively make recommendations based on your specific financial goals and desired level of risk. We take a disciplined approach to investment management that creates globally diversified portfolios, often making use of Dimensional Funds. If you’re just starting out with investing, this might all sound like gibberish to you—but we’re here to help you understand the world of investing and make educated decisions that help you reach your goals!

Learn more about our portfolio management services in Rockville.

Rest Easy with Our Retirement Planning Services

Everyone knows they should save money for retirement, but few that are taking steps toward retirement have any idea how much money they need to have in order to maintain their lifestyle in Rockville or elsewhere. Your financial advisor at Ferguson-Johnson Wealth Management will help you determine how much money you need when all is said and done so that you can start setting the right amount aside today. Few people want to retire for a few years just to go back to work because they ran out of money. Plan ahead now, so you can relax and enjoy your post-retirement life doing what you love with family and friends.

Ready to start thinking about retirement in Rockville? Learn more here or call us today.

Let’s Work Together to Achieve Your Financial Goals in Rockville, MD

At Ferguson-Johnson Wealth Management, we know that figuring out what to do with your money is about a lot more than just money. It’s about living your life, supporting your family, bonding with friends, and so much more. When you need help navigating the ocean of information surrounding your wealth management decisions, your advisor in Rockville will always be there to help you chart a course, prepare for launch, and set sail.

We’ll get there together. Get started today with a free consultation near Rockville, MD.