Wealth Management
Comprehensive Financial Solutions for Professionals, Individuals & Families
The clients we serve have spent years building successful careers, businesses, and families. At a certain point, the financial decisions that come with that success become too interconnected to manage in pieces. At Keeler & Nadler, we bring a comprehensive view to every aspect of your financial life so that nothing works against itself and nothing gets left behind.
Professional Wealth Management
Wealth management is a comprehensive approach that coordinates your investments, tax planning, retirement strategy, estate planning, and risk management under one cohesive plan. We like to think of wealth management like a board of interconnected gears. When one moves, it moves several others. A comprehensive wealth manager sees all of those gears, helps you understand what each one is doing, and focuses on growing that wealth responsibly and sustainably.
Our Clients
We serve clients across a range of life stages and financial situations, including:
High Net-Worth Families
When your net worth reaches a certain level, the stakes of every financial decision rise with it. We work with individuals and families with $2M–$25M+ in net worth who want a fiduciary partner to coordinate their complete financial picture, not just manage a portfolio.
Professionals & Executives
If you’ve built a successful career in law, medicine, accounting, or another high-earning field, your financial life has likely outgrown basic investment advice. We help you bring everything together, including executive compensation planning, tax strategy, retirement, and more, so your wealth works as hard as you do.
Business Owners
Your business is likely your largest asset. We coordinate your company strategy with your personal financial plan, covering succession, exit planning, retirement plans for your team, and the tax consequences of every move.
Pre-Retirees & Retirees
The transition into retirement is the moment planning matters most. We map your income sources, sequence withdrawals to minimise lifetime tax, and stress-test the plan against whatever comes next.
What We Offer
Building and Growing Your Wealth
Evidence-based investment management aligned with your goals
Retirement income strategies designed to maximize income and minimize taxes
Education planning tailored to your timeline and budget
Business owner planning that connects your company strategy to your personal financial future
Protecting What You’ve Built
Proactive tax planning to reduce liabilities now and over your lifetime
Risk management through right-fit insurance, including life, disability, long-term care, and P&C coordination
Disciplined portfolio design focused on diversification and keeping costs low
Planning for What Comes Next
Trust and estate strategies coordinated with your attorney
Legacy planning that reflects your wishes and protects your family
Ongoing plan reviews as your life, goals, and tax laws evolve
Why Keeler & Nadler
A Comprehensive Approach
Many firms manage investments and call it wealth management. We take a full-picture view, supporting tax strategy, estate planning, retirement planning, risk management, and investment management.
Trusted
Advisors
As fiduciaries, we are legally and ethically obligated to act in your best interest, not ours.
Fee
Transparency
Many advisory firms charge 1% (or more) on assets and do far less for their clients. We provide more in-depth comprehensive planning at a competitive fee structure designed to align our success with yours.
Experienced & Approachable
We’ve spent decades serving high-net-worth families and professionals in Columbus, Dublin, and beyond. Our clients trust us not just because of our expertise, but because we’re the kind of advisors they actually want to sit across the table from.
Frequently
Asked
Questions
Wealth management coordinates investments, tax, retirement, estate and risk planning under a single strategy. It matters most once your financial decisions start affecting one another — typically for families and professionals with significant or complex assets.
We act as the single point of coordination between your advisor, accountant and attorney, so decisions get made with the full picture in view rather than in isolation.
We plan year-round rather than at filing time: asset location, withdrawal sequencing, charitable strategies, and coordination with your CPA to reduce your lifetime tax burden.
Through trust and estate strategies coordinated with your attorney, regularly reviewed beneficiary designations, and a legacy plan that reflects your wishes.
We are fiduciaries, we plan comprehensively rather than just managing a portfolio, and our fee structure is designed to align our success with yours.
Protect Your Financial Legacy
Your financial life is more interconnected than any single advisor, account, or plan can address alone. At Keeler & Nadler, we bring every piece together so you can move forward with confidence and a strategy built around what matters most to you.