Fellows, located in the Greater Washington D.C. Metropolitan Region with a remote office in Indianola, IA, 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 who have agents chasing numbers and "dollars invested," our advisors are focused on comprehensive business and personal planning using a goals 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 on of 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.Learn More
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.Learn More
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 More
In 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.Learn More
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.
As a client-based business, we know the important 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 their sand their family's futures.