The Fellows Financial Story

Our Story

Founded on a Desire to Protect

Founded in 2015 by Blake Fellows, our firm was born from a desire to offer more personalized and comprehensive financial planning services. Blake saw firsthand how financial uncertainty can impact not just a business, but a family’s entire future. He wanted to build a firm that goes beyond traditional financial advising—one that provides clarity, confidence, and a sense of security for every client.

“I realized that financial planning isn’t just about money—it’s about protecting a lifestyle, securing a future, and ensuring that every financial decision supports the bigger picture of someone’s life. That’s why I started Fellows.”
– Blake Fellows

From the very beginning, the firm’s mission has been to help individuals, families, and business owners gain clarity and confidence in their financial decisions, making wealth management an empowering experience rather than a stressful one.

What Makes Fellows Different?

The financial services industry is full of firms that take a one-size-fits-all approach. Fellows was built to be different.

We don’t just manage money—we build financial roadmaps. Every client’s situation is unique, and our planning process reflects that. We focus on long-term strategies that align with your goals, not generic investment portfolios.
We focus on education, not just execution. We believe that the more you understand your financial options, the better decisions you can make. Our role isn’t just to recommend investments, it’s to make sure you feel informed, confident, and in control.
We are a relationship-first firm. Many financial firms prioritize transactions, but our goal is to be your trusted partner for life, adjusting your plan as your needs evolve.

When you work with Fellows, you’re not just hiring a financial advisor—you’re gaining a long-term partner who is committed to your success. This is why we say you have Fellows for Life.

Looking Ahead

The Future of Fellows

As we look toward the future, our commitment remains the same: to provide personalized, transparent, and strategic financial guidance that empowers our clients to make confident decisions.

We are continually expanding our experience and resources to serve our clients even better. No matter how we grow, one thing will never change: our dedication to helping you build a secure, fulfilling financial future.

Let's Start the Conversation

If you’re looking for a financial firm that listens first, simplifies the complex, and creates tailored strategies designed for your life, we’d love to meet you.

Fellows is a Wealthcare Company

Fellows is one of just a few elite financial advisory firms that are part of the Wealthcare Company. This gives our advisors access to the resources of a company with $5 billion assets under management, including chartered financial analysts, portfolio managers, and a full team of traders. These resources amplify our ability to monitor investments, the economy and opportunities as we strategize on the most effective ways to execute trades to control fees and taxes. We remain your one point of contact, making sure all these specialists are making the right decisions for your specific goals and plan.

In addition, Wealthcare is at the forefront of the field, holding 12 U.S. patents on software applications for strengthening the financial planning process and integrating investments with planning. Fellows uses this proprietary software to run deeper analysis and answer more questions in mapping out your unique path to the future you envision.