Felton & Peel Wealth Management brings together two tenured financial professionals who strive to do things differently, offering more than five decades of combined experience with a deep sense of passion and integrity for everything we do. We proudly share our wealth of knowledge to help you take control of your financial future in a way that feels authentic and uplifting.
Our firm was founded on two core principles: to provide comprehensive financial planning the non-traditional way, through accessible, fiduciary-based planning, and to believe that creating, implementing, and monitoring a comprehensive financial plan is the primary step to ensuring you attain financial success that is built to withstand all economic cycles.
No task is too great or too small for us — we are driven only by our genuine desire to help you start making your money accomplish the things you really want it to.
As an independent, fee-based financial planning practice, we relish our freedom to create unique financial plans that serve YOUR best interests, not ours — a promise we are legally bound to as CERTIFIED FINANCIAL PLANNER™ professionals and fiduciaries. We're not part of a large machine simply looking to make a profit. Instead, we champion the unique dreams of each individual client, and fully advocate for your goals.
Our Approach
We work with emerging affluents to the wealthy across a wide range of professions and life stages. There is no typical F&P client — instead, we seek to provide the highest quality financial planning to those who are slowly being priced out by traditional wealth management firms.
We offer an intensely personal service delivered on a relatable level, and in a fun, collaborative yet comprehensive manner. When you speak, we listen. Our financial plans are designed to evolve with your needs, guiding you safely through life's many differing chapters.
We're also deeply passionate about philanthropy and supporting both our local and wider communities. As such, we give 5% of our net revenue to a public charity annually. Giving back in meaningful ways is a fundamental tenet of the Felton & Peel belief system.
A Name With Meaning
We are often asked where the names Felton & Peel came from, and it's a story we're proud to tell. Though none of our team shares these names, they evoke deep meaning for us all.
In 1987, at just six years old, Malik S. Lee, Founder and Managing Principal of Felton & Peel, tragically lost both of his parents to terminal illnesses 30 days apart from each other. The firm's name was created to honor Malik's late parents: Vernon Felton Lee and Eryca Peel.
It's ironic, but a typical wealth management firm is usually named after its founders. Felton & Peel was named after two hard-working, lower-to-middle-class people who, if they were alive today, would need a firm like ours to help ensure that they too could receive highly professional, comprehensive financial planning.
Meet the Team
Malik S. Lee, CFP®, CAP®, APMA®
Managing Principal, Investment Adviser Representative