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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

Video: Unemployment and Retirement for Federal Workers with Tammy Flanagan

Join Wealth Enhancement’s Brian Kuhn as he interviews Retire Federal’s Tammy Flanagan regarding the recent federal worker layoffs and how those affected can pursue retirement or unemployment benefits. Topics discussed include:
Brian Kuhn CFP®, CLU®

Blog

Are You a Saver or a Spender? Financial Planning for Engaged Couples With Different Money Mindsets

When two people with different ideas about money and investing get engaged, financial planning can become a delicate issue. For example, if one is a saver and the other is a spender, how you handle money can become a source of conflict.
Brian Kuhn CFP®, CLU®

Blog

The Pros & Cons of Tax Refunds

Even though we’re well into the new year, perhaps the biggest financial problem from 2022 is still rearing its ugly head: high inflation. To make matters worse, tax experts are warning people to prepare for lower tax refunds this year—or potentially prepare to pay in—as COVID benefits expire and revert to their pre-pandemic levels.
Joseph Evans CFP®

Blog

What to Do with Your Parents' House After They Pass

Settling a deceased parent’s estate can be an overwhelming task. It’s difficult enough losing a parent; figuring out what to do with all their stuff can be an added burden. What’s more, you might have siblings, and they might have families, so determining who gets what can leave your head spinning.
Brian Kuhn CFP®, CLU®

Blog

How to Make an Estate Plan For Digital Assets

At this point, you may have developed an estate plan that includes how your loved ones will eventually inherit your house, the beloved Steinway grand piano, your dad's 88-year-old Swiss watch, or other family heirlooms. We take great care to help ensure every person's assets are distributed as they outline in their will.
Brian Kuhn CFP®, CLU®

Team locations

Fulton, MD
8161 Maple Lawn Blvd, Fulton, Maryland, 20759
(301) 543-6000
details

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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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)

LOCAL OFFICES

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.