A complete list of active advisors currently associated with Keller Wealth Management LLC

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

The firm provides discretionary and non‑discretionary portfolio management, financial planning and consulting, and retirement plan (ERISA) services to individuals, trusts, estates, charitable organizations and business clients, managing approximately $3.57 million in client assets. It also serves as a fiduciary to qualified retirement plans in both limited‑advice (3(21)) and discretionary investment manager (3(38)) roles. Investment analysis combines fundamental and cyclical methods and portfolios may include long‑ and short‑term holdings, mutual funds, ETFs and option strategies (including covered and spread positions). Client accounts are reviewed at least quarterly and financial plans are prepared and delivered on an agreed timeline to align with stated goals, time horizons and risk tolerances. Noteworthy features include the firm’s explicit pension consulting capability — offering both 3(21) advisory services and full 3(38) investment manager arrangements — a service set that is uncommon for firms of this scale. The primary advisor also maintains an independent insurance practice and concurrent non‑advisory employment with a corporate employer; those outside activities and any insurance commissions are disclosed in the brochure and managed through the firm’s compliance procedures.

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