About Felton Wealth
Built on transparency, driven by your goals.
Felton Wealth was founded on a simple belief: every person deserves clear, honest financial guidance, regardless of where they're starting from.
Robert Felton, CFP® AAMS™
Registrations & Designations
I hold the Series 7 and Series 66 registrations, as well as Life, Accident and Health Insurance Licenses. I also hold the Accredited Asset Management Specialist™ designation, and I am a CERTIFIED FINANCIAL PLANNER™ professional.
Education & Community
I'm a graduate of The Linsly School and Marietta College. At Marietta, I was a member of the varsity soccer team and participated in several school organizations. Now, I'm happy to be involved with my community as a member of the City of Wheeling's Board of Zoning Appeals, Board of Directors member for the Wheeling Symphony Orchestra, and member of the Mountaineer Brewfest Committee.
Transparency
You always know what you pay and why.
Adaptability
Built for how investing works today and tomorrow.
Low Cost
Cost competitive solutions so more of your money stays invested.
Services for Self Investors
Support and resources for those who prefer to manage their own investments.
Our Story
Felton Wealth was established to offer goal oriented financial planning for clients at all asset levels. We work with individuals and businesses to help define unique financial objectives, then we work together to execute a plan to achieve those benchmarks.
Through our partnership with Altruist, we're able to offer some of the most cost competitive investment solutions available. We believe investors should always know what they pay, and we're proud of the transparent, low cost approach we bring to every client relationship.
We also understand that financial advising is evolving. We prioritize adaptability to new technology so our clients have access to the best investment environment available, including services for those who prefer to invest on their own.
Let's work together.
We'd love to learn about your goals and show you what Felton Wealth can do for you.