About
Us
We're Personally Invested in Helping You Lock in Your Future Net Worth Today
Fellows’s comprehensive approach integrates investments with tax planning, risk mitigation, income protection, business succession, and legacy perpetuation strategies to prevent your wealth from causing family strife or hindering your ability to retire comfortably. With our assistance, you can rest easy knowing that we will help you achieve your dreams and perpetuate your legacy.
Founded on a Desire to Protect
Blake Fellows watched his entrepreneur mother go through the struggles of business ownership while fearing the “what ifs” that could so quickly undo all she’d built. As Blake worked in large financial firms he was dissatisfied by their inability to provide the level of caring he felt clients deserved.
Blake started in the industry in 2001, and founded Fellows in 2015 to protect clients (especially hard-working business owners) from those scary possibilities that —without planning and protection — could negatively change their world forever.
