A complete list of active advisors currently associated with Keel & Long Financial Management, LLC
Warmer can help you find a great advisor at Keel & Long Financial Management, LLC or one who fits your needs even better.
Keel & Long Financial Management, LLC is a fee-only registered investment adviser that provides portfolio management, financial planning, and consulting to individuals (including high‑net‑worth clients) and small businesses. The firm delivers both discretionary and non‑discretionary managed accounts and prepares written investment strategies tailored to client goals. The firm’s investment process is individualized around client objectives, time horizon, and risk tolerance and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading as appropriate. Accounts are reviewed at least quarterly by the firm’s principals, clients receive regular custodial statements, and clients may impose written restrictions on their portfolios. Distinctively, the firm sponsors a wrap fee program and manages wrap accounts alongside standard advisory relationships, an arrangement that is relatively uncommon among peers with a similar advisor structure. It also provides employer‑sponsored retirement plan services (investment policy development, monitoring, participant education) and operates with an independent custodian for execution and direct fee debit, with no other broker‑dealer or commodity affiliations.
To learn more about the advisors currently working at Keel & Long Financial Management, LLC, 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 |
|---|---|---|
Greenville, NC
| 17
| |
Greenville, NC
| 14
|
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