Global Search Result View With Search Text

Global Search Result View With Search Text

Meet With Us

Fulton Team

8161 Maple Lawn Blvd

Fulton,

MD

20759

fultonoffice-info@wealthenhancement.com

See other locations

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

0051K000008lRMvQAM

Jon Giordani

CFA®

Senior Vice President, Financial Advisor

Fulton, MD

0051K000008lRMRQA2

Bill Cannon

AIF®

Director, Retirement Plan Consulting

Fulton, MD

0051K000008lR3yQAE

Robert Carson

Senior Vice President, Financial Advisor

Fulton, MD

0051K000008lR3ZQAU

Chris Dionot

J.D., PPC®

Senior Vice President, Financial Advisor

Fulton, MD

0051K000008lRCqQAM

Bobby Hewitt

AIF®, CEPA®, CFP®

Senior Vice President, Financial Advisor

Fulton, MD

0051K000008lRMgQAM

Brian Kuhn

CFP®, CLU®

Senior Vice President, Financial Advisor

Fulton, MD

0051K000008lRM7QAM

Jon Wienecke

CFP®

Senior Vice President, Financial Advisor

Fulton, MD

0051K000008lR3FQAU

Joseph Evans

CFP®

Vice President, Financial Advisor

Fulton, MD

0051K000008lRRRQA2

Alex Dansberger

CFP®

Financial Advisor

Fulton, MD

0051K000008lRQdQAM

Daniel Dupuy

CFP®

Financial Advisor

Fulton, MD

Resources from our team

Filters
Filters

Blog

8 Questions to Ask to Help Develop Your Parents' Estate Plan

Family and financial discussions don’t always mix. Many adult children only find out the extent of their parents’ estate after they have passed. Unfortunately, this leaves no opportunity for planning.
Brian Kuhn CFP®, CLU®

Blog

What You Need to Know About Restricted Stock Units

For many employees, getting company stock is a typical part of any compensation package. Whether through access to stock options or the promise of restricted stock units (RSUs), companies frequently offer up shares as an extra incentive to lure in a new prospective employee or retain a valuable one.
Bobby Hewitt AIF®, CEPA®, CFP®

Blog

Spring Cleaning Amidst the Mess

I want to begin on a personal note. Recent months have seen us enter uncharted waters, personally and financially. While the nature of print publishing does not afford me the opportunity to speak directly to issues as they develop, I firmly believe that sound financial principles and taking a long-term view of your investments is the best route to meeting your financial goals.
Robert Carson

Blog

Why Picking Stocks is Not Like Picking Brackets

It’s that time of year again, when people across America try to guess the fate of 64 teams, most of which they have never heard of. I’m talking, of course, about March Madness, the NCAA’s Men’s basketball tournament. When it comes to finances, it can be tempting to think of picking stocks in the same way we pick brackets. Do a little research, look at the expert projections, or just throw caution to the wind and go with the biggest name. This is probably the wrong approach.
Robert Carson

Blog

Your February Financial To-Do List

The glow of the holiday season may be wearing off, but now is a great time to check things off your financial to-do list and get your money matters back on track.
Robert Carson

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:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

Invalid phone number.

Tell us a bit about you.

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy

By providing your number, you consent to receive phone calls and text messages, including information, appointment confirmation and reminder, and service communications. Consenting to calls and texts is not required to receive any service. To opt out from texts, reply STOP. Message & data rates apply.

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.