A complete list of active advisors currently associated with Wealth Keepers

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

Wealth Keepers serves individual investors as well as trusts, estates, charitable organizations, foundations and small businesses, and may work with retirement plan sponsors. The firm provides financial planning, investment consultation and investment management services and conducts educational workshops for groups on an as‑announced basis. The firm’s investment approach emphasizes long‑term asset allocation and fundamental analysis, constructing model portfolios around Modern Portfolio Theory with cost‑efficient index funds and ETFs while offering customized portfolios for larger accounts. Investment management is delivered primarily on a non‑discretionary basis, and the firm may engage third‑party managers for model strategies and assist clients in preparing investment policy statements and periodic rebalancing. Distinctive aspects of the practice include licensed activity beyond typical adviser services — the principal is licensed to sell insurance and real estate and manages mineral interests — so recommendations can encompass insurance and property-related solutions alongside securities advice. Wealth Keepers also notes the possibility of commission-based insurance sales and fee offsets in connection with insurance transactions, and provides occasional pension‑plan consulting and charitable foundation management, services that are less common among small independent advisory firms.

To learn more about the advisors currently working at Wealth Keepers, 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.