Since it’s our mission to provide financial planning and investment management services that focus heavily on personalization, it’s only right that we take some time to share a little about ourselves.
Your team
An inclusive culture
We founded Keel Financial Partners to provide financial planning and investment management services with high-level support and inclusion at the forefront. Our company culture is no different. At Keel, we foster an inclusive and welcoming environment for all employees and clients, regardless of their race, religion, sexual orientation, or gender identity.
Our core values
Trust and integrity
Unwavering care and compassion for everyone we help
Embracing new ideas and consistently improving
Transparency and open communication
Deeper knowledge
At Keel, our depth of knowledge, advanced credentials, and experience set us apart from other firms. All of our advisors are Certified Financial Planner™ professionals. They have met rigorous training requirements and are held to a high level of fiduciary standards. An advisor at the firm also holds the Chartered Financial Analyst® designation; widely regarded in the investment management industry.
Reach out
You’ve got questions, and we’ve got answers. Visit our contact page to connect with the Keel crew.
