We provide our clients financial peace of mind and help our clients
create and exceed their financial goals.
create and exceed their financial goals.

Who We Work With
At Ferrell Wealth Management, we service a wide range of clients with their own financial needs.
Entrepreneurs
Owning your own business is exciting and thrilling, we want to make that thrill last.
We provide the following services to our clients:
- Identify sources of start-up capital
- Evaluate borrowing power
- Prepare Business plan
- Prepare cash flow analysis
Doctors
Being on call makes it difficult to find time to manage your financial needs on your own.
We provide the following services to our clients:
- Net worth projection
- Estate planning
- Financial and Tax Implications of Running a Practice
- Federal and State Business and Tax Registration Processes
- Employee Wages and Benefits
- Liability Protection
- Succession Planning
Attorneys
We want to be on the same side of the bench as you.
- Net worth projection
- Estate planning
- 401(k) Plans
- Financial and Tax Implications of Running a Practice
- Federal and State Business and Tax Registration Processes
- Succession Planning
Retired Seniors
- Long term care
- Estate planning
- Asset management