Fellowship Financial Planning

Fellowship applies a biblically grounded exclusionary screen that filters out companies profiting from abortion, pornography, gambling, and other activities the firm views as conflicts with Christian doctrine. The firm also integrates positive screening for companies demonstrating ethical labor practices and environmental stewardship where scripture provides applicable principles. The specific screening methodology relies on both proprietary internal review and commercially available faith-based research data.

No. Fellowship maintains a preferred network of external estate planning attorneys, CPAs, and trust companies. The firm serves as the coordinating quarterback, integrating legal structures with investment portfolios, tax planning, and charitable vehicles. This reduces internal headcount while allowing each client family to access specialized counsel tailored to their jurisdiction and legacy complexity.