Ferguson-Johnson Wealth Management, Inc.

Ferguson-Johnson Wealth Management is a fee-only registered investment adviser that provides ongoing investment management and financial planning to individuals (including high‑net‑worth clients), retirement plans, trusts, and nonprofit entities. The firm manages roughly $316 million across about 190 client relationships and typically administers most accounts on a discretionary basis, offering bundled advisory and planning services that are generally available to clients meeting a $500,000 account threshold.

The firm follows a process‑driven, research‑based passive investment approach documented in personalized Investment Policy Statements, emphasizing broad diversification through ETFs, no‑load index funds, and Dimensional (engineered‑index) funds. It may also use separately managed sub‑advisers, provides ERISA fiduciary advice for retirement accounts, and discloses a potential economic incentive when recommending rollovers of employer plan assets to IRAs it would manage.

Noteworthy distinctions include its long operating history (in business since 1978) and a small advisory team managing over $300 million, producing a relatively high asset concentration per advisor compared with many peers. The firm engages independent solicitors and participates in the Zoe Advisor Network for client referrals, uses Fidelity’s institutional platform (and Ascensus for managed 401(k) custody), and maintains a Code of Ethics and personal‑trading monitoring while generally leaving proxy voting to clients.