Business Details
Trusted Financial Planning Services in Atlanta & New York
Felton & Peel Wealth Management is a fiduciary financial planning firm with over 50 years of combined experience serving clients in Atlanta, GA, and New York, NY. Our CERTIFIED FINANCIAL PLANNERS provide comprehensive, cash flow-based strategies tailored to diverse life stages and financial backgrounds, from emerging affluents to high-net-worth individuals. We prioritize client needs through a subscription-based model, eliminating asset minimums and offering flexible meeting options. Our approach integrates advanced technology with personalized service, focusing on long-term relationships and holistic financial roadmaps. We specialize in retirement planning, tax optimization, estate strategies, and philanthropic advising, adhering to strict fiduciary standards.Our teams credentials include CFP, CAP, and APMA designations, alongside leadership roles in national financial planning organizations. We emphasize financial literacy, community impact through annual charity contributions, and transparent fee structures. Our process follows CFP Board guidelines, ensuring continuous plan adjustments as clients lives evolve. With offices in Atlanta and New York, we combine local accessibility with nationwide virtual support. Our commitment to accessibility and client-first values distinguishes us in the wealth management industry.
Services
Wealth Management
Portfolio Management
Retirement Planning
Tax Planning
Estate Planning
Charitable Planning
Risk Management
Financial Education
Highlights and features
- We provide fiduciary financial planning with no asset minimums.
- Our subscription-based model ensures ongoing, adaptable financial guidance.
- We combine 50+ years of experience with cutting-edge financial technology.
- Our team holds elite certifications including CFP, CAP, and APMA.
- We prioritize client education and community impact through 5% annual charity contributions.
Associations and certifications
- CERTIFIED FINANCIAL PLANNER
- Chartered Advisor in Philanthropy
- Accredited Portfolio Management Advisor
Services
Wealth Management Program
Our Wealth Management Program delivers holistic financial strategies tailored to individual goals. We create cash flow-based plans with dynamic asset allocation, integrating retirement, tax, and estate planning. Clients receive ongoing portfolio management and personalized guidance through life transitions, ensuring long-term financial security and growth.
Portfolio Management
We design customized investment portfolios using low-cost ETFs, bonds, and CDs aligned with risk tolerance. Our approach emphasizes tax efficiency, diversification, and long-term market alignment. Regular monitoring and rebalancing ensure optimal performance while maintaining client-specific financial objectives.
Retirement Planning
We develop retirement projections and withdrawal plans considering Social Security, pensions, and tax implications. Our strategies optimize employer retirement plans, Roth conversions, and deferred compensation to ensure sustainable income throughout retirement while adapting to changing life circumstances.
Estate Planning
Our estate planning services coordinate wills, trusts, and beneficiary designations to facilitate smooth asset transfer. We analyze titling strategies, charitable giving, and tax implications while collaborating with legal professionals to implement comprehensive succession plans.
Charitable Planning
We help clients integrate charitable giving into financial strategies through donor-advised funds, foundations, and tax-efficient gifting. Our approach aligns philanthropy with estate planning goals, maximizing impact while optimizing tax benefits for both current and legacy giving.
People
Malik S. Lee
Managing Principal
CFP professional with 20+ years of experience, former CFP Board Council Chair, and Investopedia 100 Top Advisor. Advocates for financial literacy and community empowerment through accessible planning services.
Lewis E. Peeples
Director of Client Relations
Former Army communications officer with mathematics and project management degrees. Specializes in risk management and client education, combining military discipline with compassionate financial guidance for personalized solutions.
Questions
What makes Felton & Peel different from other financial planners?
We operate as fiduciaries with no asset minimums, using a subscription model for continuous planning. Our team holds elite certifications and focuses on financial literacy for diverse client backgrounds.
Do you work with clients outside Atlanta and New York?
Yes, we provide virtual services nationwide while maintaining physical offices in Atlanta and New York for local clients.
How are your fees structured?
We use asset-based fees decreasing with portfolio size and subscription pricing for planning services, ensuring accessibility regardless of wealth level.
What experience do your advisors have?
Our team has 50+ combined years of experience with CFP, CAP, and APMA certifications, plus leadership roles in national financial planning organizations.
How often do you review financial plans?
We conduct regular reviews and updates to adapt plans to life changes, market conditions, and evolving financial goals through our ongoing advisory relationship.
