Corporate Financial Services

We help our corporate clients choose the best solution for their employees and their organizations.

Employee Benefits

We know the right benefits are important to your business, your employees, and their families.

Retirement Plans

When it comes to planning for retirement, individual needs are as unique as the employees themselves.

Our Corporate Services

Simplification

We make it easy for companies to onboard and enroll employees into benefit programs. We can then track employees throughout the employee lifecycle.

Saves Time

Our system cuts the work and strain that is typically placed on human resources.

Our processes can save HR staff up to 20 hours per week allowing them to concentrate on other, more pressing tasks.

Customization

We handle everything from forms and policies to medical and dental benefits in a single portal. Even though we house everything in a single place, clients may still use the benefit providers of their choice. We simply help all of their processes, systems, and people run more efficiently.

Convenience

We provide a “one-stop” portal that employees can access at their convenience.

All forms are available in easy-to-use digital formats, which alleviates employee confusion and frustration.

Fiduciary Responsibility

We can take the lead on our clients’ investment selection and monitoring to make sure decisions are made for the best interest of the business and its employees. And whether clients have a “quick question” or need more comprehensive assistance, our fiduciaries are always there to help them understand their responsibilities.

Time-Saving Solutions

At Keel Point, we understand that there is a clear difference between running a company and keeping a company running. Our goal is to keep your company running with streamlined, time-saving employee benefits solutions.

Quotation Mark

To be thriving in the here and now isn’t enough. We have to look to our client’s future needs and opportunities.

Robert Mayes

CEO, Keel Point

Quotation Mark

We live our values in our families, our communities, and in our workplace where we lead and mentor. We help clients do the same in their worlds.

David Parks

Founder, Keel Point

Quotation Mark

As an advisory firm owned jointly by the families we serve and the professionals who manage it, our clients cherish the quality of relationship inherent to a boutique structure.

Mike Perry

President, Keel Point

Institutional Services

We partner to help clients make the most of their current processes and design and implement new ones that support their future organizational goals.

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.