A complete list of active advisors currently associated with Keller Financial Group
Warmer can help you find a great advisor at Keller Financial Group or one who fits your needs even better.
Keller Financial Group provides portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, pension/profit‑sharing plans, and charitable organizations. The firm is also an accounting practice and routinely offers tax and accounting services alongside investment advice, a combination that is uncommon among similarly supported advisory firms. KFG documents client objectives in an Investment Policy Statement and, where authorized, manages accounts on a discretionary basis using fundamental analysis and a long‑term trading orientation. The firm uses a sub‑advisory platform (AssetMark) to access third‑party managers and research while retaining responsibility for determining client suitability and manager selection. Distinctive features include its integration of accounting services with investment advice and its relatively small, two‑advisor team managing approximately $135 million for 84 clients, a mix that may affect the nature of client service and oversight. KFG discloses potential conflicts from its accounting activities and related entities, requires clients to use designated custodians, and does not aggregate trades across client accounts — operational practices that differ from many peers.
To learn more about the advisors currently working at Keller Financial Group, 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 |
|---|---|---|
Camp Hill, PA
| 0
| |
Camp Hill, PA
| 26
|
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