Fergusson Financial was founded in 2007 after I grew tired of working for a parent company that tried to dictate the types of investments I should recommend to my clients.
I knew that this wasn't fair to my clients, many of whom had different financial goals. And, given the complexity of the financial services industry today, many clients were confused by the number and type of options available to them.
I decided to set out on my own and create the type of firm I thought was needed in this day and age of rushed and sometimes impersonal service.
My primary goal is to help investors feel comfortable seeking help with their financial goals and to assist them in a knowledgeable, courteous, and professional manner.
I chose to partner with Commonwealth Financial Network®, one of the preeminent Registered Investment Adviser–broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps me best serve clients in a seamless and efficient manner by providing back-office, investment, and technology support.