As a business owner, your financial life is more complex than most. Your business and personal wealth are deeply intertwined, and long-term success requires strategic financial planning.

Blake Fellows founded the company because he believed that business owners deserved more resources and personalized attention. He 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.

At Fellows, we understand the unique needs of business owners and provide comprehensive financial solutions to help you grow, protect, and transition your business while securing your personal financial future.

Key Areas of Support for Business Owners:

• Business Succession Planning—Ensuring a smooth transition when you’re ready to exit or retire.
• Tax Planning & Efficiency—Reducing tax burdens and maximizing deductions.
• Retirement Planning for Owners & Employees—Creating 401(k)s, SEP IRAs, and other benefits.
• Asset Protection & Risk Management—Safeguarding your business and personal wealth.
• Wealth Transfer Strategies—Transitioning wealth efficiently to family or successors.