Fellows Financial Group is a boutique financial services firm located in the Greater Washington D.C. Metropolitan Region. While we do have both business and individual clients across the country and in Canada, we've intentionally kept our firm small and personal. Customer service and client satisfaction are of the utmost importance to us--many of our new clients come to us as referrals from clients who have worked with us for years.

Unlike the big firms who have agents chasing numbers and "dollars invested," our advisors maintain smaller, more exclusive client lists that allow them to focus on a client's unique needs, be they on the business or individual service side. We are available for our clients when they need us.

Of course small doesn't mean that our clients are losing out! We offer all the same bells and whistles as the big firms with the added advantage of our extensive list of approved partners who can help in just about any situation.


Individual needs

 
Investment Advisory Services

Using sophisticated algorithms, consistent modeling and our own proven expertise, we’ll guide your investments and help you realize a secure future. >> learn more  


 
Goal-Based Planning

Where are you headed? What will it take to get you there? Our Goal-Based Planning services will map out a path that replaces daily stress and worries with confidence and achievement.  >> learn more

 
Legacy Planning

What happens to your loved ones if you’re no longer around? Have you left detailed instructions on what should happen with your assets (beyond your will)? >> learn more


 
Estate Planning

You’ve worked hard to achieve your success and would like to leave a meaningful and enduring legacy that represents your dreams and values. We help you take actionable steps to make that happen. >> learn more


Business needs

 
Business Continuity Planning

80% of small businesses do not have an exit strategy, especially if something comes up unexpectedly. We will help you build a solid foundation that will allow your legacy to live on (and on and on). >> learn more


 
Income Protection Plans

Valuable coverage that provides you with monthly benefits to help pay for everyday living expenses should you become too sick or hurt to work. >> learn more


 
Employee Insurance Programs

Insurance protects your business interests while providing a perk for your employees. Thinking in terms of the future both life and disability insurance can both be used to help fund buyouts of departing shareholders in your business.  >> learn more

 
Business Succession Planning

In business, planning is power and buying time to weigh options and make decisions only increases that power. This is where our succession planning services shine. >> learn more


 
Executive Compensation Strategies

Hiring the right people can make or break a business and that the right leadership directly impacts the entire team. Having a formal plan in place will help you incentivize key executives to stay with you. >> learn more


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