Fiduciary Investment Advisor

Personalized Financial Management For Long-Term Success

At Keller Wealth Management, we provide comprehensive, personalized financial planning and investment management services to help clients reach their financial goals and major life milestones.

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William Keller, MBA, Fiduciary Investment Advisor and founder of Keller Wealth Management

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Personalized Approach

No two clients are the same. We work with each client individually to get a clear picture of their finances, and create a plan to move forward.

Security and Credibility

Our clients get the security and credibility of Charles Schwab, a major financial institution, while also getting the personalized attention and care of a small business.

Financial Education

We act as a trusted guide who helps you understand where you stand financially and helps you move toward your goals.

William Keller, MBA, working one-on-one with a client.

About Us

Helping You Organize Your Financial Chaos

Keller Wealth Management is more than a financial advisory firm. We are an independent Registered Investment Advisor (RIA) who provides steady guidance that brings clarity, discipline, and confidence to our clients’ financial lives.

Every client is unique. We find joy in working with our clients to understand their specific situation, risk tolerance, and goals for the future. We view each relationship as a long-term partnership and as a fiduciary, we are obligated to act in the best interest of our clients.

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Services

Comprehensive Financial Services

Every client’s financial situation is unique. No matter where you are on your financial journey, we offer personalized services to help you reach your goals.

Establishing Short & Long Term Financial Goals

Establishing short & long term financial goals provide a way for clientele to track their progress, create a sense of comfort that goals are being achieved, and provide on-going collaboration between the advisor and client.

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Estate and Tax Planning

Estate planning provides clarity and a sense of comfort to ensure assets are protected. Taxes are a pivotal strategy with retirement planning. Utilizing a balance of pre tax, Roth, Social Security, Dividend, and other forms of income (pension, RMDs, etc), is the cornerstone of any retirement plan.

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Budget Analysis

If monthly recurring savings is an issue, we will conduct a budget analysis on all expected income and expenses to identify opportunities to generate a higher future savings rate.

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Self-Employed Retirement

Creating retirement accounts for small business owners that can create the ability to save for retirement and reduce current tax obligations.

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Children's Education Savings (529s)

529 (Educational savings accounts for minors) is one of the most powerful investment accounts. Funds will grow tax free, and if the future expense is paid toward education, all growth can be withdrawn tax free.

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Retirement Planning

Establishing "where you are today" and projecting "where you need to be" for your future self. Understanding current retirement savings rate, growth assumptions, and future budget is key.

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Net Worth Analysis

Calculating total Assets and subtracting total debt(s) is a "health" check for your financial picture. This calculation also unlocks the ability to project future Net Worth values, using growth rate assumptions, in order to make well-informed long term financial decisions.

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Insurance

Identify & execute toward the need(s) for Term, Umbrella, Personal Liability, and potentially Whole Life Insurance.

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Keller Wealth Management partnership with Charles Schwab icon

Our Partnership With Charles Schwab

Keller Wealth Management partners with Charles Schwab, one of the largest and most respected custodians in the financial industry. Through this partnership, we are able to provide our clients with the stability and security that comes with having their assets held by a major financial institution, while still receiving the personalized attention and support of a dedicated advisor.

Importantly, this partnership does not increase costs for our clients. It simply ensures that their assets are protected by a globally trusted custodian while receiving tailored advice from Keller Wealth Management.

Organize Your Financial Chaos

We work with each client individually to get a clear picture of their finances and create a personalized plan to move forward. Contact us today for a free initial consultation!

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A financial advisor working with a client to plan out her long-term financial goals

Testimonials

Hear From Our Clients

We’re grateful for the relationships we’ve built with our clients and the trust they place in us.

After having worked with William for the past 5 years, I cannot recommend him enough! William has helped our family get aligned on both short-term and long-term goals and made financial goal-setting not feel overwhelming. His guidance has been thoughtful, strategic, and always tailored to what actually matters to us. It’s rare to find someone who combines deep expertise with this level of integrity and personal care.

Isabel Liberis

I've worked with William for several years now and he has been so helpful with all my financial needs. He set a financial plan that allowed me to tackle purchasing a home, paying off my student loans, and setting aside money for my future retirement. He is personable and his advice is thoughtful, easy to understand and execute. Everything you could want in a financial advisor!

Annie Reuter

I have been using William for several years now. He is very easy to work with and trustworthy. He gives very helpful financial advice and I trust him with my funds. He really knows what he is doing and I highly recommend him!

Jennifer Andrews

If you are looking for an honest, trustworthy, knowledgeable Financial Advisor look no further, William Keller is your guy. He is GREAT to work with and was able to help assist us in setting up accounts for ourselves and our son. Having someone like William was extremely helpful. He explained everything perfectly and gave us all the options that best suit our families needs. We are very fortunate and grateful for all his hard work and dedication. If you need Financial Assistance, give William a shot. You won't be sorry- he is the BEST!!!!

Michelle Pirozzi

William is professional, knowledgeable and patient. William went out of his way to make sure I was educated and comfortable with my financial goals. I highly recommend him as a financial advisor.

S.D.

Education Center

Helping You Make Informed Financial Decisions

Our role is to help clients reach their financial goals through thoughtful, long-term planning. We believe that informed clients make better decisions, which is why education is a core part of every relationship.

Financial Planning

min read

Graduating Into Money: A Financial Starter Guide for New Grads and Their Parents

Landing your first real job is a major milestone, but the financial decisions you make right after graduation can shape your future in ways you might not expect. Here is what every new grad, and the parents who love them, should know.

Taxes

min read

What to Do With Your Tax Refund: Smart Moves for Long-Term Financial Health

A tax refund can feel like found money, but how you use it matters more than you might think. Here are some intentional ways to put that refund to work for your future.

Financial Planning

min read

From Income to Wealth: Turning Consistency into Results

Discover how small, consistent financial habits can compound over time to create lasting financial success.

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Organize Your Financial Chaos

We offer a free initial consultation to get you started on the right track to reaching your financial goals. Fill out the form below to get started.

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