Enjoy your life with

clarity confidence certainty.

We provide a long-term, holistic approach to financial planning and wealth management so you can focus on the here and now.

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.

Meet The Team

We are your team of certified professionals. Our combined knowledge of financial planning and investment strategies is tailored to your unique financial needs.

Kyle Noack, CPA/PFS, CFP®

Kyle Noack, CPA/PFS, CFP®

Thomas Lane Keller, CPA/PFS, CFP®

Thomas Lane Keller, CPA/PFS, CFP®

David Faskas, CFA, CFP®

David Faskas, CFA, CFP®

Sarah Nix, CFP®

Sarah Nix, CFP®

Beth Koonce, CFP®

Beth Koonce, CFP®

Chris Laughhunn, CPA, CFP®

Chris Laughhunn, CPA, CFP®

Hannah Gohmert, CFP®, IACCP®

Hannah Gohmert, CFP®, IACCP®

Brenda Hermes

Brenda Hermes

Emily Parker

Emily Parker

Jace Mitscherling

Jace Mitscherling

Brittni Sharp

Brittni Sharp

Mimi Lange

Mimi Lange

Insights and Resources

Member Associations

The National Association of Personal Financial Advisors (NAPFA)
Financial Planning Association (FPA)

Connect With Us

Reach out to learn more about us or to set up a free consultation

OFFICE UPDATE

We are currently experiencing a technical issue with our email system due to a widespread Microsoft Outlook service disruption. Because of this, we may not receive or be able to respond to your emails right away.
If you have an urgent matter that requires immediate assistance, please call our office directly at 361-573-4383 during our regular business hours. 
 
For non-urgent inquiries, please feel free to leave a voicemail or send an email, which we will respond to once services are fully restored.
We apologize for any inconvenience this causes and appreciate your patience while Microsoft works to resolve the issue.

We are here to help you with your financial security and enhanced wealth goals.

Set up a free consultation today.

(877) 573-4383