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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

What Is a QDIA and Should It Be Part of My Company's 401(k)?

Editor’s Note: This article was co-authored with Lindsey Weeks, Retirement Plan Service Manager
Bill Cannon AIF®

Blog

7 Considerations When Settling a Parent's Estate

Settling an estate for a parent can be an overwhelming and inspiring process. All the needs involved are beyond the scope of this article and would benefit from talking to a financial advisor, estate attorney, tax advisor, or some other professional. But even then, these professionals may only help prepare you for the tactical or planning side of estate settlement.
Brian Kuhn CFP®, CLU®

Blog

7 Reasons to Check In with Your Tax Advisor Now

The year is winding down, and it will be the new year before we know it—and then tax season arrives. That is still a few months off, but good planning can be done well in advance of tax deadlines and the preparation stage. Reaching out to your tax advisor now, before year-end, allows time for you to address things so there are fewer surprises later (and possibly save some money in the process). Here are seven topics to bring up to your CPA or tax preparer.
Brian Kuhn CFP®, CLU®

Blog

Debunking 4 Common Medicare Misconceptions

Health care figures to be one of the biggest parts of our retirement budgets. Fortunately, Medicare will provide help for millions of seniors to be able to meet these medical bills.
Jon Wienecke CFP®

Blog

The Benefits of Outsourcing Your Plan's 401(k) Responsibilities

As a business owner, you owe it to your employees to provide the best possible retirement plan. Many business owners understand the weight of this responsibility (and the potential liabilities) but some may not.
Bill Cannon AIF®

Team locations

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

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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.