Managing Principal
CurrentWe 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.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?”
