When successful professionals and business owners reach out, they rarely need someone to tell them what they’ve built. Their real question is: “What do I do with it now?” Whether you’re managing concentrated equity positions, planning for a business exit, or transitioning into retirement, I help bring structure, strategy, and clarity to the decisions that matter most.

As the founding partner of Keel Financial, I specialize in working with high-net-worth individuals, particularly tech executives, pre-retirees, and business owners navigating significant financial transitions. I hold the CFP® and CEPA® designations, meaning I bring deep expertise in both comprehensive financial planning and the complexities of business exit and succession planning.

Everything we do is guided by a fiduciary standard and built around you. As appropriate, we model the potential tax impact of key decisions before you act. We stress-test retirement plans against real-world scenarios. And we do it all within a relationship designed to help you feel heard, informed, and prepared to make confident decisions.

Working with us is intended to mean more than managing a portfolio—it’s a long-term partnership focused on aligning your money with the life you’re building. We prioritize thoughtful planning, clear communication, and advice that is tailored to your goals and circumstances.

If you’re looking for a financial advisor who combines technical expertise with a commitment to understanding your goals, I’d welcome the conversation.

Learn more about Bobby.