A complete list of active advisors currently associated with Keller Wealth Advisors

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

Keller Wealth Advisors is an SEC-registered, fee-only wealth management firm that serves individuals, high net worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides discretionary portfolio management and comprehensive financial planning, and manages roughly $923 million in client assets through a nine-advisor team. The firm follows a long-term, asset-allocation approach grounded in Modern Portfolio Theory, typically employing passive and active asset-class mutual funds, direct fixed income and annuities, with regular rebalancing and client-specific adjustments for life stage, tax situation and risk tolerance. Client accounts are continuously monitored and reviewed by portfolio managers and associate advisors; each reviewer who performs client reviews is a CERTIFIED FINANCIAL PLANNER professional, and Keller operates as a fiduciary on a percentage-of-AUM basis. Distinctive features in the brochure include an explicit affiliation with Keller & Associates CPAs, PLLC — several principals are CPAs who provide tax and accounting services to clients under separate engagements and the firm’s history as a CPA practice — which can support integrated tax and planning work. Keller also maintains a standardized program focused on early-career investors and uses institutional brokerage relationships (including Charles Schwab for custody and Oppenheimer for certain bond trades) that provide access to custodial, trading and educational resources.

To learn more about the advisors currently working at Keller Wealth 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.