A complete list of active advisors currently associated with Blue Keel Financial Planning

Warmer can help you find a great advisor at Blue Keel Financial Planning or one who fits your needs even better.

The firm serves individual investors — including high net worth clients — as well as small businesses and trusts, providing comprehensive financial planning, ongoing portfolio management, and business consultation services. In addition to standard planning and investment supervision, the firm makes educational workshops and seminars available to clients and the public, both complimentary and fee-based. Investment management typically follows a Core + Satellite approach that blends low-cost indexed core holdings with actively managed satellite positions, using mutual funds, ETFs and individual securities to meet client objectives. The firm applies fundamental analysis, seeks tax-aware portfolio construction (including consideration of qualified dividend income), and manages accounts on a discretionary or non-discretionary basis according to client preference. Compared with many independent solo advisors, the firm maintains a relatively small client base with approximately $13.4 million in discretionary assets under management, indicating higher assets per client and more individualized engagement. It also offers an uncommon level of public-facing education for a firm of its size — periodic complimentary sessions plus paid seminars and speaking engagements — and provides flexible planning arrangements (one-time, retainer, or hourly) alongside implementation support.

To learn more about the advisors currently working at Blue Keel Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.