Malik S. Lee, CFP®, CAP®, APMA®

Managing Principal
Investment Advisor Representative

As the founder of Felton & Peel Wealth Management, I’m proud to utilize my two decades of experience and expertise to help change people’s financial lives for the better.

I do what I do because I love people and numbers. It brings me great joy to use my natural talent for finances to deliver a uniquely personal and affordable financial planning service that elevates the lives of people from differing backgrounds and walks of life. I love to listen to clients’ stories of what made them the successful people they are today.

Throughout my career, I’ve had the benefit of working with some of the greatest minds in financial planning, insurance, and investments at some of the largest and most reputable financial institutions in the world. By creating Felton & Peel Wealth Management, I’ve taken those experiences to give our clients an extremely well balanced and thorough financial experience.

My Path To Felton & Peel

Many life experiences led me to where I stand today, but the most important of these is my upbringing. My great uncle was one of the most successful people I knew. He was an accountant, so I wanted to be one, too. Luckily, I was naturally good at numbers and became the youngest in my family to become the all-time banker in Monopoly (still one of my greatest feats!).

When I look back on my youth, I recognize many times where the “ball could have bounced the other way,” and I could have taken a different path in life. Both of my parents passed away before I was six years old, so I went to live with my grandmother — a move that significantly defined the man I am today. A lot of people stepped up to help raise me, from family and friends to church and the community. It really took a village to raise a young Black parentless child in the inner city of Queens, NY.

Each time I achieve a new success, I know that every single person who participated in my upbringing deserves a huge nod of thanks, as this is their success, too. It brings me a great sense of peace to pay it forward and give back in as many ways as possible to the community that remains my bedrock.

Professional Background


Chartered Advisor in Philanthropy®

Accredited Portfolio Management Advisor℠

Member of the Board of Directors for CFP Board of Standards 

Past Chair of the CFP Board Council of Examinations

Subject Matter Expert and Question Writer for CFP® Examination

2021 InvestmentNews Class of 40 Under 40 

Past Chairman for the Financial Planning Association of Georgia

Member of Bankrate’s Financial Review Board

Founding Member of Morehouse College’s Planned Giving Council

Investopedia 100 Top Financial Advisors 

Member of the SBA’s Small Business Advisory Council

Member of The Association of African American Financial Advisors (AAAA)

2021 Association of African American Financial Advisors Class of 50 Under 50 

Featured In: The Wall Street Journal, CNBC, Barron’s, Yahoo! Finance, CNN Money, Reuters, MarketWatch, Nasdaq, The Motley Fool, Business Insider, Kiplinger, NerdWallet, Investment News, MagnifyMoney, The Penny Hoarder, Bankrate, The Atlanta Business Chronicle and LendingTree

I graduated with a B.A. in Finance from one of the most well-renowned historically black colleges (HBCUs) in the world, Morehouse College. I also hold a Certificate in Financial Planning from Oglethorpe University, FINRA Series 66 license, and Life, Accident, & Sickness license.

Though small in number, Morehouse College has an incredibly strong and successful group of alumni, among whom I’m very proud to classify myself. I was highlighted in our “We are Morehouse” (#wearemorehouse) campaign as one of the top alumni from the classes of 1990 to present.

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A Little More About Me

My life experiences have left a deep and meaningful imprint on the man I have become, and family remains at the core of everything I do. I am fortunate to be surrounded by an incredible community of relatives and friends, and in my spare time, I love nothing more than to enjoy their company both in Atlanta and in my hometown of Queens, New York.

I am also heavily dedicated to supporting a range of philanthropic endeavors and am a member of the Philanthropic Advisor Leadership Institute (PALI). Volunteering and mentoring are passions of mine, and I regularly work with a wide variety of charities and organizations, especially those that support children who have lost their parents. I am also deeply committed to helping those with autism, at-risk and troubled youths, and young people looking to establish a foundation of financial literacy.

Health and fitness are important to me, and I enjoy practicing Judo and Muay Thai (Thai boxing). I also enjoy cooking for family and friends on my Green Egg grill, watching and playing sports, dancing, watching reality financial TV (Profit and Shark Tank), and traveling.

I live in Powder Springs, GA with my wife Stephanie and our two children. They provide the foundation I need to confidently set out every day to do the work I believe in — and enable me to live each day with an overwhelming sense of meaning and gratitude.

Felton and Peel Appointments

I strive to make connecting as easy as possible. Email me at, or call 800-822-7068 ext 1. You can also book an appointment below to meet with me virtually, or in-person if you’re in the Atlanta, GA area.

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Felton & Peel Wealth Management is an investment advisor registered pursuant to the laws of the states of Georgia and New York

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