Dakota
Dakota
Book a Demo
Talk to an Expert

Ferguson-Johnson Wealth Management, Inc.

EST. AUM
$316,354,533

CONTACTS

CLIENT ACCOUNTS
575

Firm Details

Metro area Washington, DC
CRD Number 109232
Website fjwealthmanagement.com
Client types

Overview

Ferguson-Johnson Wealth Management, Inc. is an independent, fee-only registered investment adviser headquartered in Rockville, Maryland, serving clients since 1978. Operating under a strict fiduciary standard and as a NAPFA member firm, the firm is compensated solely through transparent client fees, ensuring conflict-free advice. It provides integrated financial planning—including cash flow analysis, tax-efficient strategies, estate coordination, and retirement modeling—alongside discretionary portfolio management. Led by majority shareholder and Chief Compliance Officer Derek Johnson, the firm develops personalized asset allocation strategies implemented through low-cost, institutional-grade investment vehicles aligned with each client’s investment policy.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy