Fellows Financial Group

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Leesburg, VA
Fellows Financial Group

Fellows Financial Group reliably provides clients with practical financial planning. What will your plan look like?

We bring together insurance, business succession, advanced tax and estate strategies, and investments. We’re Personally Invested in Helping You Lock in Your Future Net Worth Today. Fellows Financial Group does even more than financial planning: we do life planning. We do it by integrating business and personal goals with projections based not on generic models, but your actual assets, needs and dr

eams. Visit our website at fellowsfg.com

Third party posts found on this profile do not reflect the views of Arkadios Capital or Wealthcare Adivsory Partners and have not been reviewed by Arkadios Capital or Wealthcare Adivsory Partners as to accuracy or completeness. Fellows Financial Group is registered through Arkadios Capital, a SIPC and FINRA member firm. Arkadios Capital and Fellows Financial Group are not affiliated and do not share common ownership. Securities offered through Arkadios Capital, Member FINRA/SIPC, advisory services offered through Wealth Care Advisory Partners. Fellows Financial Group LLC, Arkadios Capital, and Wealthcare Advisory Partners do not offer tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

08/07/2026

As an employer, one of the most common questions you may hear from employees is about the difference between a Roth and a traditional 401(k).

Especially if you offer both types of 401(k), understanding how each option works can help employees make informed decisions about their retirement savings. Swipe through for a clear, straightforward breakdown of these two options.

Have questions about your retirement plan or want to talk through how to best communicate 401(k) nuances with your team? Do not hesitate to reach out. We are here to help.

08/04/2026

Offering a retirement plan to your employees is one of the most meaningful things you can do as a business owner. But with that comes a set of legal responsibilities that are worth understanding.

If your plan is subject to ERISA, knowing what that means for you as a plan sponsor can make a real difference in how confidently you manage your obligations. Swipe through for a clear, straightforward overview of what every business owner should know.

Have questions about your plan or your role as a plan sponsor? Send our office a message. We are here to help.

07/21/2026

A new type of investment account for children, known as a Trump Account (also referred to as a 530A account), officially launched in July. Swipe through for answers to a few key questions and facts.

If you have questions about long-term investing, saving for your children's future, or how different investment strategies fit into your overall financial plan, please don't hesitate to reach out. We are happy to help.

07/07/2026

Estate Planning Awareness Week is a timely reminder that protecting your legacy requires more than a basic will, especially for high-net-worth individuals and families. As wealth grows, so can the complexity of preserving assets, minimizing tax exposure, planning for incapacity, and making sure your wishes are carried out clearly.

Swipe through for a few important estate planning considerations for high-net-worth individuals to keep in mind.

Thoughtful planning today can help create greater clarity and confidence tomorrow. Contact us to discuss your estate planning needs.

06/24/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

06/18/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

06/15/2026

June is National Annuity Awareness Month, and to honor the month, we wanted to review what annuities are and how they might fit into your broader retirement strategies. Swipe for more information.

Deciding whether or not annuities are right for you requires a careful evaluation of fees, liquidity, and long-term goals. That’s where our team comes in. We are here to help you to explore how annuities might complement your existing plan. If you are interested, feel free to reach out anytime to schedule a review.

05/25/2026

The financial needs of high-net-worth (HNW) individuals require more than general advice. Complex portfolios demand niche expertise, careful strategy, and an advisor who understands the details that others may overlook.

That is the standard we hold ourselves to for every client we serve.

If you are looking for a thoughtful, tailored approach to managing your portfolio, we would welcome the opportunity to work with you. Connect with our team today to start the conversation.

05/19/2026

When market headlines dominate the news cycle, it can be easy to feel pulled toward quick decisions. However, stepping back to focus on broader financial planning may offer a more measured perspective. Swipe through to learn more.

Market conditions will always continue to change and evolve over time, and having a clear understanding of your overall financial picture can help bring perspective to the noise. If you would like to discuss your specific finances, give us a call today.

05/15/2026

For many business owners, mid-year is a natural time to reflect on how the year has gone so far and start planning for a strong finish. One area to review during this time is employee benefits.

Reviewing your benefits offerings now gives you the opportunity to make thoughtful adjustments that support both your team and your long-term business goals. A proactive approach today can help position your business for success at year-end and beyond.

If you have not taken a fresh look at your benefits strategy this year, give us a call and let’s review your approach together. We are here to help you make informed, strategic decisions for the future.

Address

211 Church Street SE
Leesburg, VA
20175

Website

http://www.fellowsfg.com/

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