CERTIFIED FINANCIAL PLANNERS™ IN ATLANTA, GA & NEW YORK, NY
Welcome to Felton & Peel Wealth Management, where our dedicated team of professionals provide comprehensive financial planning the un-traditional way; through a monthly subscription service based on fiduciary standards.
Accessible Financial Empowerment
Isn’t it counterintuitive that in order to have access to a CERTIFIED FINANCIAL PLANNER™, you need to first have significant assets? Well, we thought so too. That’s why we take a different approach. We believe that the flexibility and transparency of our subscription-based costs, matched with the rich diversity of our client base, plays an integral role in enabling us to help shape the financial future of our communities.
From millennials to baby boomers, small business owners, educators, executives, dual and single parent families, non-profit organizations and local associations, our client base covers a wide cross-section of people from emerging affluents to the wealthy. Rest assured that, no matter your financial life phase, Felton & Peel will be holding your hand the entire way. You are not just a number to us and our first question is never “How much do you have in assets?”. Instead, we ask “What brings you here today and how can we help?”
We’re Not the Typical Financial Planners
We are financial planners making a difference. Over our collective 50+ years of experience, we’ve witnessed the tidal wave-like shift in the financial services industry that has swept in the need for a more authentic and transparent approach. The days are numbered for the investment brokers on commission and insurance salespeople using “financial plans” to sell unaffordable policies. Instead, this next generation of professionals offers financial planning on a fiduciary, fee-based platform.
Excited by this seismic shift in thought and delivery, and being the pro-active planners we are, we seized the opportunity for us to come together and deliver the best kind of financial planning we possibly can. Gathering our wealth of expertise and passion, we launched Felton & Peel Wealth Management, and are proud to lead the way in creating a new and responsive path towards your financial empowerment.
Your needs are our priority, and we’re always available for advice. Call us for something as small as buying a new car or as big as selling your business. Our professionals are here to help ensure you feel secure and empowered in your financial choices.
We provide financial planning through some of the most groundbreaking technology and strategies. We build comprehensive cash flow-based financial plans to clearly outline your financial roadmap, and create our firm’s Living Asset Allocation.
We believe that comprehensive financial planning should be readily available to all. Therefore, we use a monthly subscription based model. We also strive to make meeting as easy as possible, either in person or via a virtual meeting service.
As highly educated and tenured professionals, we’re proud to be CERTIFIED FINANCIAL PLANNER™ professionals. We are held to a fiduciary standard and legally bound to act in your interest using the sound judgement of a trusted professional.
Where Financial and Life Planning Meet
Bringing together the collective knowledge and experience of three highly credentialed professionals, we are ready and willing to advocate for your needs. We believe in the importance of a strong financial planning foundation, helping clients prepare for retirement and life’s many different eventualities. We create uniquely personalized financial plans that determine your individual cash flow needs, implementing a lasting distribution strategy while giving light to your other life goals and priorities.
From Cash Flow Management, Wealth Management, Tax Review and Planning, Charitable Planning, Insurance Review and Analysis and Estate Planning, we tirelessly place your best interests above all else and sit on the same side of the table. There is no ‘us and them’ culture here at Felton & Peel. We understand our client base because we ARE our client base: hardworking, focused and goal-oriented professionals who need financial advice in the accumulation stages of life to control and grow their wealth.