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As Seen On

WealthKeel Financial Advisors featured in The White Coat Investor

WealthKeel Financial Advisors featured in Yahoo

WealthKeel Financial Advisors featured in Forbes

WealthKeel Financial Advisors featured in CNBC

WealthKeel Financial Advisors featured in AMA

CNBC: Advisors helping clients cope with long-term care insurance increases.

The Economist: Student loans: Expert advice on borrowing and repayment

September 19, 2019 Medical Professionals Student Loans Insight Debt Featured Media

Anesthesia Success Podcast: Episode 26: All My Friends Are Getting Whole Life Insurance – Do I Need It Too?

September 19, 2019 Medical Professionals Insurance Insight Podcast Guest

Our First Family Trip to Disney

August 6, 2019 Budget Cash Flow Insight

Financial Planning for Last Year of Training Physicians

July 23, 2019 Medical Professionals Budget Cash Flow Insurance Investing Student Loans Gen X & Millennials Insight

EPN Podcast Interview: Personal Financial Planning as a Small Business Owner

July 15, 2019 Insight Podcast Guest

Fidelity

Fidelity is one of the leading investment and financial services companies in the world, providing a full range of trading, broad custody, and reporting services. Fidelity administers clients’ assets via the power and operational experience of one of the strongest brokerage platforms in the business and serves as the custodian for many of our clients at WealthKeel.

WealthHarbor

WealthHarbor is the exclusive financial planning portal of WealthKeel clients. The portal allows clients to link all of their investments, bank accounts, liabilities, and more to one central, secure website. WealthHarbor helps to organize your financial life and enables you to see the big picture at a single glance.

Vicus Capital Inc.

Vicus is a Federally Registered Investment Advisor that collaborates with WealthKeel to provide robust asset management services for clients. We work with Vicus to create strategic, low-cost investment portfolios by tapping into the best technology in the business. No matter what your specific preferences, goals, and timelines, Vicus empowers us to build the ideal portfolio for your unique financial situation.

TD Ameritrade

At WealthKeel, we want to provide our clients with custom-crafted solutions for every financial need and concern. That’s why, in addition to Fidelity, we work with TD Ameritrade to offer those we serve a range of choices when it comes to partnering with custodians for investment management services.

Black Diamond

Black Diamond provides innovative and dynamic portfolio management and performance reporting through an easy-to-use web-based application. Black Diamond gives WealthKeel clients easy access to their accounts and information, so they remain informed, up-to-date, and aware of their investments.