Fergerson Financial LLC is an independent investment and financial advisory firm. We provide Investment Advisory Services and Investment Fiduciary Reviews and Comprehensive Financial Planning Services to company sponsored retirement plans, foundations, trusts and individuals.

Being an Investment Fiduciary is an integral part of Fergerson Financial LLC. We utilize the Uniform Fiduciary Standards of Care and Fiduciary Practices in accordance with the standards created and adopted by the Foundation for Fiduciary Studies. A few of the principles Fergerson Financial LLC, as an Investment Fiduciary, follows are:

• Act with honesty and integrity and avoid conflicts of interest, real or perceived.
• Ensure the timely and understandable disclosure of revelant information that is accurate, complete, and objective.
• Respect the confidentiality of information acquired in the course of work, and not disclose such information to others, except when authorized or otherwise legally obligated to do so.
• Do not use confidential information acquired in the course of work for personal advantage.
• Do not exploit any relationship or responsibility that has been entrusted.
• Ensure that the overall promotion of one's practice is implemented in the best interests of the profession.

Professional, objective financial advice is available. It's just hard to find. Today you've found it with Fergerson Financial. Contact us today to put our expertise to work for you.