Updated September 19, 2023
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Keel Point

Investment Advisor Firm
Total assets under management$2.5B
Years in business21+

About Keel Point

Keel Point is a distinguished wealth management and financial advisory firm dedicated to empowering families to realize their financial aspirations while making a positive impact on their communities. With a rich legacy rooted in the belief that wealth brings the opportunity to give back, Keel Point serves a diverse clientele, ranging from those embarking on their financial journey to families with substantial, multi-generational wealth.

Their dedicated team of experienced financial advisors, strategically positioned across seven offices nationwide, offers a holistic suite of services, including investment management, generational wealth planning, retirement planning, and corporate benefits solutions. Keel Point's client-centric approach ensures tailored strategies that align with each client's unique lifestyle and long-term objectives.

As a beacon of financial wisdom, Keel Point combines heritage with innovation, fostering lasting partnerships to help families navigate the complexities of wealth management. With a commitment to ethical practice and financial stewardship, Keel Point is a trusted resource for families seeking to optimize their financial well-being and make a difference in their communities.

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Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management
  2. Family Office
  3. Institutional and Asset Management
  4. Corporate Benefits
  5. Investment Management
  6. Generational Wealth Planning
  7. Retirement Planning
  8. Financial Advisory

More about Keel Point

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
12790247

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