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Keystone Financial Group, Inc.

EST. AUM
$247,434,680

CONTACTS

CLIENT ACCOUNTS
630

Firm Details

Metro area Atlanta
CRD Number 129301
Website keystonefg.com
Client types

Overview

Keystone Financial Group, Inc. is an independent, SEC-registered investment adviser (RIA) headquartered in Atlanta, Georgia, established in July 1999. Founded by CPAs Rhonda Gilbert and Tom Savage, the firm provides independent financial advice with an integrated focus on tax and business financial dynamics. Operating under a strict fiduciary standard, the team serves individuals, high-net-worth families, and small business owners. Their investment philosophy relies heavily on Modern Portfolio Theory, fundamental and technical analysis, and strategic asset allocation. The firm constructs customized discretionary and non-discretionary portfolios utilizing low-cost exchange-traded funds (ETFs) and diversified mutual funds to manage long-term wealth, capital preservation, and seamless client business exits.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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