Jon Powell

CFP®

Ferguson-Johnson Wealth Management

Financial Advisor

Jon Powell

CFP®

Ferguson-Johnson Wealth Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jon Powell, CFP®

(301) 670-0994

Fee-Only financial planner located in Rockville, MD, serving clients locally and across the country

Jon Powell is a Rockville, MD fee-only financial planner. Ferguson-Johnson Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jon Powell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Jon Powell is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jon Powell is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jon Powell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Jon Powell is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Jon Powell

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Office Locations:

  • 51 Monroe St Ste
    PE25
    Rockville, MD 20850

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