Keel & Long Financial Management, LLC

Keel & Long Financial Management serves individual and high‑net‑worth clients as well as small businesses, offering discretionary and non‑discretionary portfolio management, financial planning, and managed account programs. The firm reports about $66 million in discretionary assets across roughly 155 client accounts and provides written investment strategies and ongoing consulting services.

Its advisory process is tailored to client objectives and risk tolerances, using asset allocation, dollar‑cost averaging, technical analysis, and a mix of long‑ and short‑term purchase strategies, with client risk profiles collected at onboarding and accounts reviewed at least quarterly. The firm also offers managed account solutions as a wrap‑fee program sponsor, managing wrap accounts on the same basis as non‑wrap accounts but billing advisory and execution services under a single wrapped fee.

Noteworthy for a small adviser team, Keel & Long sponsors a wrap fee program — a service relatively uncommon among peers — and also provides employer‑sponsored retirement plan consulting that includes investment policy statements, participant education, and fiduciary education. The firm operates as a fee‑only registered investment adviser with no broker‑dealer registrations or outside business activities, and it maintains written compliance policies (including a Code of Ethics) and limited custody practices for fee debiting.