A complete list of active advisors currently associated with Even Keel Advisors

Warmer can help you find a great advisor at Even Keel Advisors or one who fits your needs even better.

Even Keel Advisors provides investment management, financial planning, and employee benefit plan (pension) consulting to a mix of institutional and individual clients, and makes its strategies available through both direct portfolio management and an automated Schwab Intelligent Portfolios program. The firm’s brochure reports no assets under management as of December 31, 2022 and it operates with a single registered advisor across two offices. The firm describes an investment approach that blends fundamental analysis and modern portfolio theory, employing both passive and active vehicles and using Outside Managers/TAMPs when appropriate; it also uses automated rebalancing and tax-loss harvesting through the Schwab platform. Even Keel assists clients in selecting and onboarding third‑party managers and reviews those managers’ investment philosophies and performance as part of its services. What distinguishes the firm from many peers is a set of service offerings not typical for small investment managers: the principal is a licensed insurance agent, the firm provides pension consulting to plan sponsors, and it runs educational seminars (including sessions aimed at college and professional athletes) and business-consulting engagements. The brochure also notes the firm charges hourly and project-based fees in addition to percentage‑of‑AUM arrangements and highlights a platform licensing arrangement tied to custodian asset levels that could influence custodial recommendations.

To learn more about the advisors currently working at Even Keel Advisors, 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.

Name	Location	Years of experience
Charles Mopsik	Saratoga Springs, NY	13

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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