A complete list of active advisors currently associated with Keystone Financial Advisory, LLC

Warmer can help you find a great advisor at Keystone Financial Advisory, LLC or one who fits your needs even better.

Keystone Financial Advisory provides investment management and financial planning primarily to individual clients rather than institutional or pooled vehicles, offering non-discretionary advice and written financial plans across topics such as estate, tax, insurance, and retirement planning. The firm operates on a fee-only basis and does not sell commissioned insurance or annuity products. The firm’s advisory work is client-directed: it recommends securities, prepares investment policy documentation, and conducts periodic reviews, while clients execute transactions at their chosen custodians. Analysis methods include fundamental, technical, and cyclical approaches, and plans are delivered on a defined timeline with ongoing reviews triggered by market or client changes. What is distinctive is that, unlike most firms in the investment-manager category, Keystone focuses on individual (including non–high-net-worth) clients and uses an hourly fee model rather than a percentage-of-assets arrangement, and it does not take custody of client assets or engage third‑party money managers. The practice is a small, single-advisor operation with no external sales compensation, no soft-dollar arrangements, and a policy of clients maintaining custody and voting their own proxies.

To learn more about the advisors currently working at Keystone Financial Advisory, 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.