Join Our Team

Join Our Team For the Freedom to be the Best Version of Yourself and Help Clients do the Same

Fellows enables our advisors to deliver the level of care clients truly deserve. Join us and enjoy the satisfaction of finding the right pieces for a Life Plan that integrates investments, tax strategies, income protection, business succession/benefits/compensation planning, and estate planning to protect your clients’ legacy from being drained by divorce, creditors, predators and family discord. 

Who is a good fit for the Fellows’ philosophy?

  • Client advocates with a true mastery of financial planning
  • Dependable professionals with a genuinely personal fiduciary commitment to clients’ success
  • Good people who have the integrity to do what’s right and maintain absolute confidentiality
  • Creative strategists who can take a holistic view of what belongs in a Life Plan
  • People who want to take ownership and control of their future while being part of a team