A complete list of active advisors currently associated with Keystone Financial Consultants, Inc.

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

Keystone Financial Consultants advises individuals and high‑net‑worth clients, as well as trusts and estates, offering discretionary investment management, written financial planning, and ongoing advisory consultations. The firm provides portfolio construction and monitoring, personalized asset allocations, and delivers comprehensive financial plans and periodic reviews. The firm uses a top‑down approach coupled with fundamental analysis and, when appropriate, technical analysis, recommending a mix of common stocks, mutual funds, ETFs, options, and publicly traded REITs. Accounts are managed on a discretionary basis and strategies may include tax‑sensitive positioning and shorter‑term trading tactics, including option strategies and the use of margin when suitable for client objectives. Distinctive elements include that the firm’s principal is a licensed Certified Public Accountant who routinely provides tax planning and related services to advisory clients (and non‑advisory clients), with separate compensation for those tax services — a dual CPA/advisor role that the Brochure notes can create conflicts of interest. The firm also discloses the use of borrowing and derivative strategies (margin and options) within client accounts and the potential to act as trustee or executor, practices that are less common among similar supported firms.

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