Keel Point is an advisory firm owned jointly by the families it serves and the professionals who manage it. We were driven by an intense craving to fix what wasn’t working in the planning lives and advisory experiences of established families – rather than accept the status quo. We knew our clients cherished the quality of relationship inherent to a boutique structure.

Over time, affluent families told us that engaging the trust and competence of a single advisor or even several best-of-breed firms wasn’t enough. There were holes and stresses that lingered. Planning was cumbersome and draining.

At Keel Point, we have developed a unique ownership structure in which both the advisors and certain client families own the firm. The firm serves both the client-owners and non-owner families. We have substantial depth of in-house expertise, yet we will never lose sight of the value of the personal touch.

Together, we work diligently to create a community of objectivity, and a clear, collective commitment to the best interest of wealth holders.