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Fulton Team

8161 Maple Lawn Blvd

Fulton,

MD

20759

fultonoffice-info@wealthenhancement.com

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Meet with us

About the Fulton Team

Using a team-based approach, we believe the needs of our clients are better met when we draw on the strengths and experiences of several professionals, rather than one individual advisor. We offer a comprehensive approach to meet our clients’ needs in financial planning, tax strategy, investment management, risk management, estate planning, and retirement income planning. We strive to exceed expectations with high-touch, personal service, and we’re uniquely positioned to help business owners with business succession planning and employee retirement plan consulting. 

Advisory Team

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Jon Giordani

CFA®

Senior Vice President, Financial Advisor

Fulton, MD

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Bill Cannon

AIF®

Director, Retirement Plan Consulting

Fulton, MD

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Robert Carson

Senior Vice President, Financial Advisor

Fulton, MD

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Chris Dionot

J.D., PPC®

Senior Vice President, Financial Advisor

Fulton, MD

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Bobby Hewitt

AIF®, CEPA®, CFP®

Senior Vice President, Financial Advisor

Fulton, MD

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Brian Kuhn

CFP®, CLU®

Senior Vice President, Financial Advisor

Fulton, MD

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Jon Wienecke

CFP®

Senior Vice President, Financial Advisor

Fulton, MD

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Joseph Evans

CFP®

Vice President, Financial Advisor

Fulton, MD

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Alex Dansberger

CFP®

Financial Advisor

Fulton, MD

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Daniel Dupuy

CFP®

Financial Advisor

Fulton, MD

Resources from our team

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Blog

The Six Executive Orders Impacting Federal Workers

On January 20, President Trump signed 26 Executive Orders on a range of topics from TikTok to immigration, including six Orders that impact federal workers. We have summarized the Orders that impact federal workers and prepared a Federal Employee's Guide to Employment Uncertainty for your reference. 
Brian Kuhn CFP®, CLU®

Blog

Federal Employee's Guide to Employment Uncertainty

The Trump Administration has announced a series of Executive Orders that will impact practically all Federal employees. Many of these orders will likely be litigated, and at this time it's unclear how they will be implemented. If you are a federal employee who might be affected by these orders, now is the time to prepare. These potential next steps fall into three different broad categories: team building, career planning, and personal finance. 
Brian Kuhn CFP®, CLU®

Blog

What the 2023 Social Security COLA Update Means for Your Benefits

To keep up with inflation and protect retirees' spending power. On October 13, 2022, the Social Security Administration (SSA) announced that the latest cost of living adjustment (COLA) is 8.7%, beginning with the December 2022 benefits, payable in January 2023. This amounts to an extra $147 per month for the average retired worker.
Brian Kuhn CFP®, CLU®

Blog

7 Questions to Ask About Your Annuity

To say annuities can be confusing is an understatement. There is no universal answer to whether an annuity is a good fit for your financial goals. It’s a personal decision and understanding how the contracts work is important. Whether you have an annuity or might buy one, here are seven questions you’ll want answered. 
Brian Kuhn CFP®, CLU®

Blog

10 Important Work Milestones for Federal Employees

There’s no such thing as a “retirement magic number.” Whatever age you decide to retire is highly personalized and based on your own unique retirement goals. With federal employment, there are milestones that can unlock specific benefits, and the more you can reach, the better set up you’ll be to navigate your retirement decisions.
Brian Kuhn CFP®, CLU®

Team locations

Fulton, MD
8161 Maple Lawn Blvd, Fulton, Maryland, 20759
(301) 543-6000
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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

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USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.