Keel Point, LLC is an independent investment advisory firm founded in 2003. The company provides holistic wealth management services, including financial planning, investment management, and family office services. Its mission is to help clients achieve their life's goals by offering objective, client-centered financial advice and building long-term relationships based on trust and integrity. Keel Point serves high-net-worth individuals, families, and institutional clients across the United States.

Founded in

United States