Welcome to Keller Wealth Advisors
We focus on your unique goals to help you navigate today’s complex financial challenges.
Keller Wealth Advisors is an independent, fee-only financial planning and wealth management firm dedicated to enhancing wealth and creating legacies for current and future generations.
Fiduciary Standard
As an investment advisor we are a fiduciary and must act in the best interest of our clients. We believe anyone seeking financial planning and investment services deserves competent and objective advice.
Client-Centric Approach
We partner with you to build a personalized financial plan and recommend an appropriate investment strategy that aligns with your core values and life goals.
Our clients are individuals, multi-generational families, non-profits, and businesses. Several of our multi-generational clients span four generations.
Independent Fee-Only
Keller Wealth Advisors offers financial planning and investment strategies on a Fee-Only basis which enables the firm to recommend investment products with no bias towards commissions or fees from product sales. Being independent allows us to follow a client-centric approach versus corporate goals.
Certified Professionals
Our team is comprised of CERTIFIED FINANCIAL PLANNER® professionals, who have met the rigorous education, examination, experience, and ethical requirement to earn the CFP® mark. We are committed to providing the highest standard of financial planning to build sustainable wealth.
