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Our financial services for individuals and business:

» Wealth Management   » Financial Planning
» Investment Advisor   » Retirement Plan Services

Experience

You need a financial advisor who understands finances. It’s as simple as that. Rick Fergerson is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Registered Investment Advisor (RIA) and an Accredited Investment Fiduciary (AIF). These accreditations …

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Trust

When clients were surveyed as to why they chose Fergerson Financial, one of the top three responses was Trust. From a personal standpoint, Rick knows Trust is everything in a relationship. From a business standpoint, it is no different. Rick’s accreditations and commitment…

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Results

Results can never be promised or guaranteed by a financial advisor. The results Rick has committed to providing are timely and effective communication, strategic and tactical financial planning, and a commitment to making a difference in your life. You never have to guess…

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Welcome

Fergerson Financial is an independent investment and financial advisory firm. We provide Investment Advisory Services and Retirement Services and Comprehensive Financial Planning Services to company sponsored retirement plans, foundations, trusts and individuals. Rick Fergerson, CPA, PFS, AIF® is the Founder and CEO of Fergerson Financial, and is a Registered Investment Advisor. I became an independent Registered Investment Advisor to:

  • Develop high quality relationships with clients
  • Build upon a reputation of professionalism, commitment and trust
  • Help others address complex needs using my experience and collaborative approach
  • Offer personalized financial and investment advice based on what's best for the client
  • Provide indispensable services that make a difference in a client's life
I have a combined twenty-eight years of experience with an advisory firm, a global asset management company, two prominent public accounting firms, and a small distribution company and have credentials as a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Accredited Investment Fiduciary™ (AIF®). As a Registered Investment Advisor, I can make a difference in helping you reach your goals and objectives. I look forward to meeting with you and providing indispensable services.


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Case Studies

  1. Consolidation of Investments
  2. Retirement Planning
  3. Business Retirement Plan Management

Accreditations & Affiliations

CPA
Certified Public Accountant

A CPA must have several of years of public accounting experience as well as pass a rigorous test to confirm their understanding of accounting rules and regulations. CPA's are licensed & regulated by their state boards of accountancy.
PFS℠
Personal Financial Specialist

A CPA is granted PFS designation only after demonstrating experience in personal financial planning services and meeting accreditation requirements established by the AICPA.
AIF®
Accredited Investment Fiduciary

The AIF is issued by the Center for Fiduciary Studies and indicates the holder completed the required fiduciary principles curriculum and executed a commitment to abide by a strict code of ethics.
RIA
Registered Investment Advisor

A Registered Investment Advisor (RIA) is a professional advisory firm that offers personalized financial advice to clients, many of whom are affluent. RIA firms have a fiduciary duty to act in the best interest of their clients.