Realizing your dreams and building your future

You’ve worked hard for your money and want it to grow for you and your family in the future. Executing your dreams will take 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 provide objective advice for every client need. As a Fellows Financial client, all of these resources will be working together to guide your assets toward a rosy future.

How we help

Investment Services

Using sophisticated algorithms, consistent modeling and our own proven expertise, our Investment Advisory Services will guide your investments and help you realize a secure future.

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Legacy Planning

What happens to your loved ones if you’re no longer around? The unexpected can happen and without planning you may leave your family without financial security. With our Legacy Planning services, you can relax knowing that your loved ones will be financially secure.

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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.

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Home, Auto, Umbrella Insurance

Our insurance advisors take 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 home 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.

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Speak With Fellows Financial

Let One Of Our Representatives Guide You!

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners a registered investment advisor. Wealthcare Advisory Partners and Fellows Financial Group, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, DC, GA, FL, HI, IA, MD, MT, NC, OH, PA, VA, TX, WV.

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, LPL Financial and Wealthcare Advisory Partners.   LPL Financial, 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.

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