Jon Powell| CFP®
Ferguson-Johnson Wealth Management
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Rockville, MD 20850
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Jon Powell, CFP® serves as a financial planner and portfolio manager for Ferguson-Johnson Wealth Management. He organizes, develops, and delivers financial plans to our clients as well as overseeing client portfolios. Jon is also the primary author and curator of the content featured on our website’s blog. He has been with the firm since 2013.
Jon graduated with a degree in finance from Virginia Tech’s renowned CFP® Certification Education track, a CFP Board-Registered Program. Prior to his time at Ferguson-Johnson Wealth management, he gained experience in investments, risk management, and financial planning from working with other local wealth management firms. He has a fierce commitment to the fiduciary standard and always exercises this care with our clients.
Jon maintains professional memberships with the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). He is a constant learner, always seeking out the most effective ways to deliver solutions to our clients. His commentary and opinion on personal finance have been featured in publications such as Bloomberg and Reuters.
Outside the office, Jon enjoys playing tennis and golf and loves to sit down to a good board game. He is a diehard fan of the local, D.C. area sports teams. It’s not unusual to catch him at a Washington Nationals game in the warmer months.
Ferguson-Johnson Wealth Management has been providing independent, fee-only financial planning and wealth management services to Rockville, MD and the greater D.C. area since 1978. We believe our independence from financial institutions and insurance companies is key to providing objective advice to our clients. Our wealth managers and financial planners operate under the fiduciary standard, meaning that we are able to provide objective advice about your financial situation and always put your interests above our own. Our goal is to help our clients plan wisely, so they can live fully.
If you need a fiduciary advisor in the Rockville, MD or Vero Beach, FL areas, contact us for a free consultation today!
What Is a Fiduciary?
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 put their clients’ needs above their own and that financial decisions on behalf of the client are made with careful analysis and comprehensive information.
Don’t All Financial Advisors Follow the Fiduciary Standard?
Unfortunately, the answer is no. 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.