A complete list of active advisors currently associated with Fellowship Financial Group

Warmer can help you find a great advisor at Fellowship Financial Group or one who fits your needs even better.

Fellowship Financial Group serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through a small advisory team managing roughly $175–176 million for about 489 clients. The firm offers discretionary and non-discretionary portfolio management, selection of third‑party money managers, and modular or standalone financial planning services. The firm tailors portfolios to client objectives and risk tolerance, employing model portfolios, periodic rebalancing, and a mix of fundamental, technical, long‑ and short‑term strategies as appropriate; it may also advise on a broad set of investments, including mutual funds, ETFs, bonds, and digital assets. For held‑away retirement accounts the firm uses a third‑party platform (Pontera) to review and rebalance participant accounts while avoiding direct custody, and it monitors accounts at least annually with fee‑based and hourly planning engagement options. Distinctive features include affiliations with an insurance agency (Fellowship Financial, LLC) and an accounting firm (Fellowship Accounting & Tax, PLLC), and a related marketing entity (MV Holdings, LLC), with affiliated firms potentially providing referrals or paid services separate from advisory fees. The brochure discloses the firm pays for lead generation and advertising (for example, a monthly SmartAdvisor membership and participation in the RIS network) and indicates the use of endorsements and testimonials in its advertising, which are less common among peers and can be relevant to how the firm sources new clients.

To learn more about the advisors currently working at Fellowship Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.