Felton Peel Wealth Management is a team of dedicated CERTIFIED FINANCIAL PLANNER professionals in Atlanta, GA, offering comprehensive financial planning based on fiduciary standards. They believe in accessible financial empowerment and provide flexible payment options, catering to a diverse client base that includes millennials, small business owners, educators, executives, and more. With over 50 years of collective experience, they prioritize client needs, offering personalized financial plans, prioritized planning strategies, and a flexible approach to meetings.
Felton Peel Wealth Management stands out as financial planners making a difference in the industry. They embrace a transparent and authentic approach, delivering financial planning on a fiduciary, fee-based platform. Their team of highly educated and tenured professionals are CERTIFIED FINANCIAL PLANNER professionals, committed to acting in the best interest of their clients. By combining their expertise and passion, they create lasting financial plans that address cash flow management, wealth management, tax planning, charitable planning, insurance analysis, and estate planning, always placing their clients' best interests first.
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