Investment Services

The reasons we invest are obvious: to minimize risk and avoid sacrificing our lifestyles in the future. To pursue this, you must apply a degree of control over your assets, planning, and caring for them as they grow and multiply.  That's where we excel.

Our Investment Advisory Services will help you apply discipline to your investment options while working toward financial independence. We will develop a strategy for selecting, monitoring, and managing your investments that incorporates sophisticated algorithms, consistent modeling, all under the watchful eye of a trusted and experienced Advisor.

Our process incorporates:

  • Discovering your ideal and acceptable life goals
  • Establishing goal trade-offs and priorities
  • Performing lifetime simulations and scenarios
  • Presenting comfort zone recommendations
  • Selecting personalized investment strategies
  • Monitoring and advising frequently
Fellows Financial Website Image

Speak with our team

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

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

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.

2019 Fellows Group. All Rights Reserved. Website by Open Design