Keel Point’s History
Collaboration. Commitment. Continuity.
A Multi-Generational Commitment
Keel Point was formed in 2015 through a partnership between David Parks and Robert Mayes. Both had previously worked in their own firms with clients providing wealth management services. Joining their expertise, resources, and networks allowed them to fulfill an even larger demand on wealth advisement for families, organizations, endowments, and foundations. Later that year, the company experienced expansion into Chattanooga, Tennessee and Huntsville, Alabama.
Since then, Keel Point has continuously grown in its ability to meet the financial, estate, tax, business, and philanthropic needs of wealth-creators and their families from one generation to the next.
At the heart of the company, Keel Point is a collaboration of families, who believe that wealth brings tremendous opportunities and responsibilities, and experienced professionals who are committed to helping their clients manage their financial and philanthropic obligations.
At Keel Point, we don’t take the trust of our clients lightly. We understand building and maintaining wealth is a family business and we feel privileged by the opportunity to help. So we begin each and every relationship with learning more about you and your family. Our philosophy is that every plan we design or strategy we implement must be in alignment with the mission, vision, values, and goals of the family. When that alignment is achieved, it’s safe to say your family has reached its personal “Keel Point”. And you can trust that our advisory and investment teams have the insight and competence to stay the course through times of prosperity and turbulence. We hold our client’s best interests for the long run and for generations to come.