Insights

Fiduciary positioning As a fee-only fiduciary with 40+ years in retirement planning, Ferguson Johnson Wealth Management can leverage its trust signal to upsell comprehensive retirement-focused advisory services to near-retirees and retirees seeking holistic wealth management.

Small firm agility With a lean team and independent operation, they may benefit from scalable outsourced solutions, expanded service lines, or partnerships to broaden capabilities without diluting client-centric focus.

Tech-enabled outreach Current tech stack includes HubSpot Analytics, WordPress, Mailgun, and Office 365, presenting opportunities for optimized marketing automation, client onboarding enhancements, and data-driven prospect targeting to grow AUM.

Retirement focus Longstanding specialization in retirement planning positions the firm to cross-sell income planning, Roth conversions, fiduciary-driven asset allocation, and legacy planning to affluent retirees and near-retirees.

Market positioning Comparative size and revenue suggest room to compete with mid-tier advisory networks; a channel strategy targeting affluent households adjacent to larger firms could capture clients seeking independent, personalized guidance.

Similar companies to Ferguson Johnson Wealth Management, Inc.

Ferguson Johnson Wealth Management, Inc. Tech Stack

Ferguson Johnson Wealth Management, Inc. uses 8 technology products and services including HubSpot Analytics, Microsoft Clarity, Sucuri, and more. Explore Ferguson Johnson Wealth Management, Inc.'s tech stack below.

Ferguson Johnson Wealth Management, Inc.'s Email Address Formats

Ferguson Johnson Wealth Management, Inc. uses at least 3 email formats:
Ferguson Johnson Wealth Management, Inc. Email FormatsExamplePercentage
FLast@mymoneymanager.comJDoe@mymoneymanager.com
80%
Last@mymoneymanager.comDoe@mymoneymanager.com
20%
FLast@fjwealthmanagement.comJDoe@fjwealthmanagement.com
100%

Frequently Asked Questions

What is Ferguson Johnson Wealth Management, Inc.'s phone number?

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You can contact Ferguson Johnson Wealth Management, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Ferguson Johnson Wealth Management, Inc.'s official website and social media links?

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Ferguson Johnson Wealth Management, Inc.'s official website is fjwealthmanagement.com and has social profiles on LinkedIn.

How much revenue does Ferguson Johnson Wealth Management, Inc. generate?

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As of September 2026, Ferguson Johnson Wealth Management, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Ferguson Johnson Wealth Management, Inc.'s NAICS code?

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Ferguson Johnson Wealth Management, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Ferguson Johnson Wealth Management, Inc. have currently?

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As of September 2026, Ferguson Johnson Wealth Management, Inc. has approximately 6 employees across 1 continents, including North America. Key team members include Financial Advisor: M. F. Explore Ferguson Johnson Wealth Management, Inc.'s employee directory with LeadIQ.

What industry does Ferguson Johnson Wealth Management, Inc. belong to?

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Ferguson Johnson Wealth Management, Inc. operates in the Financial Services industry.

What technology does Ferguson Johnson Wealth Management, Inc. use?

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Ferguson Johnson Wealth Management, Inc.'s tech stack includes HubSpot Analytics, Microsoft Clarity, Sucuri, WordPress, Shopify, Mailgun, Office 365 and Piwik.

What is Ferguson Johnson Wealth Management, Inc.'s email format?

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Ferguson Johnson Wealth Management, Inc.'s email format typically follows the pattern of FLast@mymoneymanager.com. Find more Ferguson Johnson Wealth Management, Inc. email formats with LeadIQ.

When was Ferguson Johnson Wealth Management, Inc. founded?

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Ferguson Johnson Wealth Management, Inc. was founded in 1978.
Ferguson Johnson Wealth Management, Inc. logo

Ferguson Johnson Wealth Management, Inc.

Financial ServicesMaryland, United States2-10 Employees

Ferguson Johnson Wealth Management, Inc. operates in the financial services sector, offering guidance in retirement planning, investment management, and financial planning. As a fee-only fiduciary, the firm emphasizes decisions made in clients’ best interests, operating independently from larger financial firms and insurance providers to provide unbiased, client-driven advice. Based in Rockville, Maryland, the company serves individuals approaching retirement or already retired, aiming to help them plan wisely and live fully.
The practice positions itself as a trusted partner for retirement-related decisions, addressing the ongoing financial questions that arise in later life. With a focus on independent, client-centered service, Ferguson Johnson Wealth Management caters to a market seeking personalized planning and asset management outside of corporate-advised models. The firm has a multi-decade history of serving clients in the retirement planning space from its Rockville location.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1978
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Ferguson Johnson Wealth Management, Inc.'s revenue is estimated to be in the range of $1M - $10M

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