At Ferguson Shapiro we strive to develop life long relationships with our clients, while also providing them with services that enhance their ability to achieve their most prosperous futures.
Our firm was created by Kevin Ferguson CFP® and Maury Shapiro CLU, ChFC in 2018. Having observed the evolution of the financial services industry over decades, we have continued to shape our organization to effectively and efficiently meets the needs our clients with an emphasis on quality of service.
Kevin leads our wealth management unit and has been serving clients since 1995. Kevin and his team currently manage approximately $176 million in advisory based accounts. Our firm is established as an SEC registered investment advisor and uses Charles Schwab as our primary clearing and custody partner.
Maury Shapiro leads our risk management unit and has been serving clients since 1985. Maury and his team handle life, disability, long-term care, and group insurance planning needs for our individual and small business clients.
We know that putting your finances in the hands of someone else may be a stressful decision. That is why at Ferguson Shapiro we work to create close personal relationships with each of our clients, while also working to our best possible ability to help them with their needs. We want to be someone you can trust, listen to, and rely on for whatever your financial needs may be. Our advice and services are highly customized for each client's particular objectives and circumstances. We get things done–by overseeing both strategy and detailed implementation.
With decades of experience in wealth management and risk management, the Ferguson Shapiro team can provide our clients with a professional experience that will make them feel secure and cared for. Our broad understanding of our clients' circumstances puts us in a natural position to anticipate needs, not just react. We are a company that works at a level of excellence, and our number one intention is to provide this quality experience to every client.
our practice Philosophy
Our goal is to build long-term relationships as a trusted primary advisor for families and related entities such as trusts and closely held businesses. We advise clients on all aspects of their lives that have financial implications.
Our objectivity, expertise, comprehensiveness, and close working relationships enable substantial client trust. Our suite of core services include comprehensive planning; sophisticated investment advice; integrated benefit and insurance planning, and coordination with other professionals as needed.
We simplify our clients' lives. We cost-effectively coordinate and collaborate with other experts, and we introduce new specialists where appropriate. Working with other experts allows us to stay on top of new developments in all areas and to share best-practices knowledge across our client base. We are very sensitive to pre-existing relationships and to the importance of specialized expertise.
We simply offer our best professional advice and let our clients work with us to make their financial decisions. As a client of Ferguson Shapiro, you will be in the hands of hard-working professionals, who will work with you to help you customize and grow your financial goals.
Looking for something else?
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we usually know a group that does.