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Felton and Peel Wealth Management
Felton & Peel Wealth Management is a fee-only financial planning firm with offices in Atlanta and New York, co-founded by Malik S. Lee, CFP®, CAP®, APMA®, who brings nearly two decades of experience to the practice. The firm offers comprehensive financial planning and investment management services through a non-traditional, subscription-based model, aiming to make expert financial advice more accessible. Their approach emphasizes personalized, fiduciary guidance tailored to a diverse clientele, including millennials, educators, business owners, and nonprofit organizations. Felton & Peel focuses on aligning clients’ financial strategies with their life goals, providing services that encompass cash flow planning, retirement strategies, tax optimization, and estate planning. By leveraging technology and prioritizing client relationships, they strive to empower individuals to build lasting financial legacies.