Who We Are

Keel Point is the joining together of families and advisors to achieve each family’s mission, vision, values, and goals.

About Keel Point

Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives.

Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals.

Our Team

The Keel Point team of financial advisors have the most comprehensive tools for investment management, generational wealth management, wealth planning and retirement planning right at their fingertips. With over 70 dedicated team members across eight offices, Keel Point financial advisors match with clients to design and implement the services best suited for their lifestyles now and in the future.

Keel Point is always looking for like-minded advisors to join our team.

Have a knack for creating customized, goal-driven wealth management solutions?
You may be a perfect fit for the Keel Point team. 

Connect with Keel Point

Whether you need to set shorter-term financial goals or require more extensive life and wealth management planning, we can help. Contact us to learn more.

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Find a Wealth Advisor

The Keel Point team of financial advisors has the most comprehensive tools for investment management, generational wealth management, wealth planning and retirement planning right at their fingertips. Keel Point’s financial advisors match with clients to design and implement the services best suited for their lifestyles now and in the future.

Our Keel Point Locations

The Keel Point wealth management advisors are positioned at eight convenient locations to serve clients throughout the United States.