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

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

Fellowship Financial Planning serves individuals, families, business owners and a range of entities including trusts, estates and charitable organizations, providing fiduciary investment management, financial planning and ongoing financial consulting. The firm offers discretionary portfolio management across a broad set of securities and may incorporate fee-based annuities when appropriate. The firm’s investment process combines quantitative and qualitative analysis, modern portfolio theory and charting, and it provides Biblically Responsible Investing (BRI) models that apply biblically based screening to model portfolios. Clients receive ongoing construction, monitoring and rebalancing of portfolios, with the ability to impose investment restrictions and to engage the firm separately for standalone financial plans or consulting. The brochure includes explicit public-disclosure references (SEC AdviserInfo, CRD 330347) and discusses its relationships with custodians and third-party vendors — including a note about Schwab’s payments to third-party providers — which reflects a level of vendor disclosure less commonly emphasized by peers. The firm’s explicit use of BRI screening and its stated willingness to utilize insurance-related products (fee-based annuities) as part of investment management are additional features that distinguish its service mix.

To learn more about the advisors currently working at Fellowship Financial Planning, 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.