We work with business owners to implement tools that not only help them plan out their futures as business owners and individuals but are of benefit to their employees and the management of their businesses as a whole.
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Pursuing your ideal future will require more than simply earning money. We will help you add growth and protection protocols that cover all of your assets, today and for generations to come.
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Our team at Fellows Group is dedicated to help you and provide the resources you need to grow and reach your goals. If there anything we can help you with, please contact us. We look forward to serving you.
Learn MoreFellows, located in the Greater Washington D.C. Metropolitan Region, is focused on serving the needs of business owners as well as individuals. Our planning services bring the needs of the business, business owners, and their families into one cohesive vision for the future. You cannot build a successful plan without taking into account the needs of the families that are impacted by that plan.
Unlike the big firms that have agents chasing numbers and "dollars invested," our advisors are focused on comprehensive business and personal planning using a goal-focused model and approach.
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 strategic partners who can help in just about any situation.
Securing a rosy future with growing savings and a plan for every eventuality is the dream of every business owner. All too often, however, this dream is pushed aside because of time, resources, or a fear of not having enough money.
To balance the responsibility of being a business owner and neutralizing the risks that you are exposed to, we will construct a plan that can adapt as your business grows and changes. We will be by your side to make the appropriate changes to your plan, keeping your plan up to date as your personal and business life changes. If you would like to have one of our advisors review your situation, please contact us.
Planning for your dreams takes more than hoping and wishing. In addition to our in-house knowledge and proven financial experience, our individual financial management services utilize cutting-edge technology and enlist outside experts to offer objective advice to every client need.
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You cannot control everything, but you can be prepared for it. What if someone slips and falls walking into your building or a fire severely damages your building? Will your business survive? You shouldn’t have to worry about these scenarios or how to pay for them. With the right protection, you won’t have to. Our insurance advisors can help you identify gaps in coverage, look for ways to save money, and keep your assets and income protected. If you would like to have one of our advisors review your situation, please contact us.
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Our insurance advisors take the time to understand your unique situation and identify and eliminate gaps in coverage that might leave you exposed. We create personalized plans that fit your lifestyle and needs. From auto insurance to homeowner’s insurance, we’re in the business of helping people protect what they value and have worked so hard to build. If you would like to have one of our advisors review your situation, please contact us.
Learn MoreIn a client-based business like ours, we would not have survived if we hadn't started with a dynamic team. We seek out team members who not only offer our clients depth of experience and industry knowledge but who also appreciate the value of building a relationship and genuine caring about our client's needs and successes.
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Unlike the big firms that 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 to our clients when they need us.
As a client-based business, we know the importance of having a successful, dynamic team. We seek out team members with extensive experience and industry knowledge who also genuinely care about their clients.
Any Fellows Financial Group team member is invited to join only if they fit within our client-first culture. After all, our clients depend on us for theirs and their family's futures.
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Fellows
208 Church St SE
Suite 210
Leesburg, VA 20175
Phone: (703) 779-9750
Email: info@fellowsfg.com
Fellows Financial Group is registered with Coastal Equities, Inc. Coastal Equities, Inc. and Fellows Financial Group are not affiliated. Securities offered through Coastal Equities, Inc. Member FINRA/SIPC, advisory services offered through Wealth Care Advisory Partners.Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc., Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser and Coastal Insurance Services, which consist of several affiliated insurance agencies. Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC and Investment Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser, co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801.
Personal and Commercial insurance services are offered through Fellows Insurance Group LLC. Fellows Insurance Group LLC is a separate entity from Fellows Financial Group LLC, and Wealthcare Advisory Partners. Fellows Financial Group LLC, Fellows Insurance Group LLC and Wealthcare Advisory Partners do not offer tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.