Where strategic thinking meets personable service. Keel provides tailored financial services to individuals, families, and businesses owners to help them manage their finances and pursue their financial goals. Our services include financial planning and investment management to monitor and guide your financial progress. We will analyze all aspects of your financial well-being to help you stay on course.
Our story
We founded Keel Financial Partners with a mission to help our clients pursue their goals, beyond just finances. We are passionate about improving our clients’ lives and their futures by delivering professional services, strategic thinking, and a broad array of tools. But that just scratches the surface. We go deeper by seeking to establish long-term client relationships, partnerships with LPL Financial and Winthrop Advisory Group, and striving for complete synergy across planning and investments. Keel advisors are registered representatives of LPL Financial and offer advisory services through Winthrop Advisory Group, LLC – a registered investment advisor.
So what’s the significance of the name Keel? A keel represents the sturdy backbone of a ship, the unwavering force that maintains balance and prevents it from veering off course. At Keel Financial Partners, our purpose is to create a solid groundwork through meticulous planning and the ability to adapt swiftly to unforeseen circumstances. We are committed to helping you navigate the unpredictable waters of financial planning, and stay on the path towards prosperity.
Financial planning is our passion
You could call us financial planning nerds. We love diving in, uncovering opportunities, and providing strategies for potential issues you may not even know existed. The most vital part of our fiduciary responsibility in advisory relationships, “doing what’s right no matter what,” is having a deeper understanding of our clients and what’s most important to you.
And because we’re independent of any financial institution’s selling quotas, we’re not obligated to use proprietary products. We help clients select from a broad universe of financial products and services to seek consistent strategies every time. Isn’t that refreshing? We’ll sherpa your entire journey. Keel’s financial advisors have the flexibility to offer you holistic financial planning and investment management advice with a goal of transparency and care.
We educate and empower
At Keel, we want to cut through the financial jargon and help make everything easy to grasp and enjoyable. After all, you should understand the impact and magnitude of financial decisions before you make them. We want you to feel that your worries, questions, and ambitions are heard and completely addressed and then brought to life in your personalized financial plan.
Better insights with specialized financial technology
Our mission is to provide you with comprehensive and customized financial planning plans. To do this, we have access to robust financial planning and wealth management tools. Our technology offers you timely access to your financial information and a place where we can collaborate and make informed decisions. We are pleased to provide you with innovative third-party technology platforms to assist in working towards your goals, including:
- eMoney
- Addepar
- Morningstar
Meet your team
We’re not a stuffy boardroom of pie charts and briefcases. Our tight-knit team has a shared passion for enhancing the financial knowledge and decision-making of everyone that crosses our path. With advanced credentials and loads of experience, every Keel advisor can be an advocate for your financial goals. Get to know the faces behind Keel Financial Partners.
Let's get started
Looking for more direction? Reach out to the team with any inquiries or schedule a talk.
