Fellows for Life
We believe financial planning is about more than numbers—it’s about building relationships that last a lifetime.
At Fellows, we believe that financial planning is more than just numbers—it’s about understanding your unique story and aspirations. Located in Leesburg, VA, and Indianola, IA, our mission is to integrate your personal and business goals into a cohesive life plan, ensuring your dreams and legacy are secured.
“With Fellows, It’s Personal.”
Our Fellows For Life planning process is designed to protect what matters most, preserve your legacy and help you face life’s uncertainties with confidence. In three simple but thorough steps, we’ll help ensure that your wealth supports your goals today and for generations to come.
STEP 1:
DISCOVERY
We take the time to listen and understand your goals, priorities and concerns, then share our thoughts honestly and transparently. Together, we’ll evaluate your financial situation, identify risks and start shaping a plan that reflects your values.
STEP 2:
DEVELOPMENT
Using the insights gathered, we’ll design a strategy tailored to your unique needs. From growth opportunities to tax-efficient wealth transfer, we focus on protecting your assets and helping to ensure long-term results for you and your family.
STEP 3:
DELIVERY
This is the exciting moment when we put your personalized plan into action. But our work doesn’t stop there. We’ll stay with you every step of the way to monitor progress, adapt to changes and help make sure you and your family are protected… for life.
More Than Financial Planning
Fellows does even more than financial planning: we do life planning. We do it by integrating work, family and personal goals with projections based not on generic models, but your actual assets, needs and dreams.
Then, we lead a team of advisors to put your plan into action — including CPAs, risk mitigation specialists, investment managers, and lawyers who specialize in estate and business planning.
It’s a unique approach by unique fiduciaries —financial advisors personally committed to using their mastery of holistic financial planning to enable you to live well today while dreaming big dreams about the future. It’s truly a Fellows for Life approach.
