Keller Financial Group

Keller Financial Group serves individual and high-net-worth clients as well as pension and charitable plans, offering ongoing portfolio management, financial planning (one‑time and ongoing), and pension consulting. The firm creates a written Investment Policy Statement for each client and provides discretionary portfolio management and account monitoring tailored to clients’ goals, tax considerations, and risk tolerances.

The firm’s investment process relies on fundamental analysis and a long‑term trading approach, and it may use model allocations together with bespoke recommendations; KFG also offers access to third‑party managers through a sub‑advisory relationship with an investment platform to source curated managers and research. KFG generally limits investments to mutual funds, fixed income, ETFs, REITs, annuities and a range of alternative and private offerings, while retaining responsibility for selecting managers appropriate for each client’s objectives.

Notably, Keller Financial Group is also an accounting firm, and the brochure discloses that accounting services are offered alongside advisory services—an affiliation that the firm says may present conflicts and that clients are free to accept or decline. The firm’s operational practices include a platform relationship that may provide advisor support incentives, a requirement that clients use specified custodians, and a practice of not aggregating block trades, all of which distinguish its service model from many peers.