Felton & Peel Wealth Management

We provide financial planning through some of the most groundbreaking technology and strategies. We are held to a fiduciary standard and legally bound to act in your interest using the sound judgement of a trusted professional. We believe that the flexibility and transparency of our payment options, 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. 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. We believe that comprehensive financial planning should be readily available to all.