A complete list of active advisors currently associated with Keeler thomas Management LLC

Warmer can help you find a great advisor at Keeler thomas Management LLC or one who fits your needs even better.

Keeler Thomas Management LLC advises individual and high‑net‑worth clients and provides investment management, wealth management, financial planning, and pension consulting to plan sponsors. The firm offers both ongoing discretionary portfolio management and one‑off or targeted planning engagements and hourly consulting. The firm typically establishes a written Investment Policy Statement and manages accounts under discretionary authority, often utilizing model portfolios or third‑party money managers as part of portfolio implementation; clients receive quarterly reporting and an annual investment management review. Its wealth management process is organized around a recurring annual planning cycle that incorporates cash management and coordination with clients’ tax advisors. Keeler Thomas is also licensed as an insurance agency and its advisors may receive separate commission‑based compensation for insurance product sales, and the firm uses a third‑party insurance platform (DPL) to support those services, which represents a potential conflict of interest. The brochure also discloses a relatively uncommon financing arrangement: the firm accepted an unforgivable loan from a now‑deceased client to help establish and grow the business and will pay interest and principal to the client’s heirs.

To learn more about the advisors currently working at Keeler thomas 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.