Skip to main content
 

Deeper by
Design

Keel Financial Partners is a Bellevue, Washington-based independent financial planning and investment management practice. We have over 75 years of combined experience assisting individuals, families, and small businesses. Our services are created to provide deeper knowledge. Deeper planning. And deeper relationships.

FINANCIAL PLANNING
INVESTMENT MANAGEMENT

You won’t find an impersonal, one-size-fits-all mindset here. At Keel, we take a tailored and individualized approach when it comes to financial planning. We strive to build partnerships with our clients to gain insight into their specific goals, desires, risk levels, and overall needs. Our team has worked together for years, and we take pride in our friendly, collaborative, and inclusive working environment.

Keel Financial Partners team standing on stairs

Why choose Keel?

We founded Keel to break the stereotyped norms of the financial industry. We saw the need to provide value for our clients and design a less rigid, more personalized experience. As such, we build deeper relationships to earn our clients’ trust. Our goal is to work with each client as we would our own friends and family. In fact, over the years, many of our client relationships have turned into good friendships.

TELL ME MORE

“Keel Financial and our advisor are the purest definition of partnership. Their thoughtful approach to wealth management isn’t just about investing dollars but focuses holistically on my family’s life goals.”

Helen B., Client since 2012

This statement is a testimonial by a client of the financial professional as of 09/01/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

“Keel is unique. They listen. Keel financial advisors take the time to build futures collaboratively, creatively, and are always responsive to change with a simple call or email.”

Philip and Cynthia S., Clients since 2010

This statement is a testimonial by a client of the financial professional as of 09/01/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

“Simply stated, they have the highest integrity, are incredibly competent, responsive, and accessible, and possess an unmatched passion for their craft.”

Steve and Suzanne S., Clients since 2002

This statement is a testimonial by a client of the financial professional as of 09/01/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Financial planning

Having a thorough financial plan is essential for decision making. With Keel, our financial planning services provide a holistic approach by understanding your goals and meeting you wherever you are. We invite you to explore what we can do to help make your financial planning journey worthwhile.

SEE OUR PROCESS →

Retirement Planning
Tax Planning Strategies
Cash Flow Planning
Estate Planning Strategies
Education Planning
Insurance Planning
Asset Allocation Planning
Keel Financial Advisors sitting at table with a financial planning client

Investment management

We design a tailored investment approach that reflects not only your unique risk level and time frame, but also your beliefs, values, and priorities. This can be a stand-alone service or coupled with financial planning.

STRATEGY STARTS HERE →

Talk to an advisor

We’re happy to answer any questions you may have.

Name(Required)
I'm interested in: