Keller Wealth Advisors

Keller Wealth Advisors is an SEC-registered, fee-only wealth management firm that serves individuals, high net worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides discretionary portfolio management and comprehensive financial planning, and manages roughly $923 million in client assets through a nine-advisor team.

The firm follows a long-term, asset-allocation approach grounded in Modern Portfolio Theory, typically employing passive and active asset-class mutual funds, direct fixed income and annuities, with regular rebalancing and client-specific adjustments for life stage, tax situation and risk tolerance. Client accounts are continuously monitored and reviewed by portfolio managers and associate advisors; each reviewer who performs client reviews is a CERTIFIED FINANCIAL PLANNER professional, and Keller operates as a fiduciary on a percentage-of-AUM basis.

Distinctive features in the brochure include an explicit affiliation with Keller & Associates CPAs, PLLC — several principals are CPAs who provide tax and accounting services to clients under separate engagements and the firm’s history as a CPA practice — which can support integrated tax and planning work. Keller also maintains a standardized program focused on early-career investors and uses institutional brokerage relationships (including Charles Schwab for custody and Oppenheimer for certain bond trades) that provide access to custodial, trading and educational resources.