Keeler & Nadler Family Wealth

EST. AUM
$609,903,502

CONTACTS

CLIENT ACCOUNTS
2,043

Firm Details

Metro area Columbus
CRD Number 173079
Website knwealth.com
Client types

Overview

Keeler & Nadler Financial Planning & Wealth Management LLC (doing business as Keeler & Nadler Family Wealth) is an independent, registered investment adviser (RIA) based in Dublin, Ohio, serving the regional Columbus market since its establishment in 2009. Operating under a strict fiduciary mandate of care, the firm specializes in multi-disciplinary financial strategy engineering. Their comprehensive process unifies portfolio stewardship with forward-looking tax mitigation strategies, multi-generational legacy planning, estate blueprinting, and risk management. The firm emphasizes a highly accessible, educational culture, producing media such as their "Financial Opportunities Uncovered" podcast to decode tax-smart lifestyle planning and legacy checklists for affluent households. Keeler & Nadler's core framework centers around constructing globally diversified, institutional asset allocation models primarily using liquid equities, low-cost exchange-traded funds (ETFs), and fixed-income assets tailored cleanly to each family's long-term milestone thresholds.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Keeler & Nadler Family Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company