The WealthKeel Difference
Backed by our team of qualified independent, fiduciary Certified Financial Planners
Tap into the shared experience and knowledge of our team's financial planning and investment management for physicians
More than just investment advice
Financial planning should take all aspects of your financial life into account — from budgeting, and cash flow, to savings, debt management, estate planning as well as risk management and tax planning. Investing is just one piece of the puzzle.
No Jargon — Just Good Advice
When a patient comes to you, do you read from your medical textbook to “help” them? No, and neither should your financial advisor. You deserve financial advice that’s succinct, actionable, and easy to understand. Our goal is to help empower you to make exceptional financial decisions.
We believe in our fiduciary duty
We are proud to be your fiduciary, and since day 1 WealthKeel has put this designation at the forefront of everything we do. We are legally obligated to put your best interest ahead of our own— and believe that’s how all financial planning should be.
A flat-fee business model
No pricing model is perfect, but we believe a flat-fee model is the is not only fairest for you, it makes the most sense for all parties. Bottom line: no hidden fees here! Our flat-fee model makes understanding what you pay (and why) easy.
Here to help you as your goals change
We use the phrase “course corrections” often, and that’s because it’s part of the beautiful journey that we call life. While the course of your life and your goals will change over time, we’re here to help you steer the ship in the right direction... no matter what your desired destination may be.
Our Focus on Physicians
Our founder decided to work with physicians after a move to Philadelphia surrounded him with young physicians facing some of the most complex and important financial decisions of their lives… and with no one to rely on. WealthKeel chooses to work with physicians due to the unique complexities that this group faces.
We are passionate about serving physicians. Why? We firmly believe this group of hard-working professionals has been dealt a difficult hand and faces a lot of critical financial decisions.
Physicians are:
- Paying off student loans
- Signing large medical contracts
- Buying a house
- Saving for your children’s education
- Growing a family
- Building a career
- Planning for financial independence
Meet Our Team
Chad Chubb, CFP®, TPCP®, CSLP®
FOUNDER & FINANCIAL PLANNER
Zack Levine, CFP®, CSLP®
FINANCIAL PLANNER
Matt Mog
PARAPLANNER
Liz Mattingly
DIRECTOR OF CLIENT SERVICES
Chad Chubb, CFP®, TPCP®, CSLP®
FOUNDER & FINANCIAL PLANNER
Chad holds the Certified Financial Planner™ (CFP), Tax Planning Certified Professional (TPCP), and Certified Student Loan Professional (CSLP) marks, but most importantly, is the visionary founder of WealthKeel LLC. A firm he launched in 2015 to address the unique financial needs of physicians through an innovative flat-fee model. Starting his career fresh out of college, Chad recognized the demand for specialized financial planning within the physician community. Under his leadership, WealthKeel’s team of award-winning CFP® professionals empowers physicians to minimize taxes, optimize investments, and design roadmaps for their dream futures.
Chad’s expertise has earned him prestigious accolades, including “Top 40 Under 40 Advisor in the US” by Investment News (2020), “Top 10 Young Advisors to Watch” by Financial Advisor Magazine (2021), “Top 100 Independent Financial Advisor” by Investopedia (2021 & 2022), and multiple recognitions as a “Top 10 Financial Advisor” by The White Coat Investor.
A dynamic educator, Chad shares actionable financial strategies through his popular YouTube channel and co-hosts the Physician Cents podcast. He is also a sought-after speaker, delivering insights on financial topics at hospitals and medical organizations nationwide.
When not crafting tailored financial plans, Chad cherishes adventures with his wife—his high school sweetheart 😍 —and their three energetic boys, exploring new travel destinations or savoring foodie hotspots. A committed early riser, Chad jumpstarts his days with an invigorating workout or run, which he champions as the cornerstone of successful long-term financial planning: prioritizing health and wellness. 💪
Pet:
Bruin, Maltese-Yorkie
Alma Mater:
Penn State - WE ARE!
Favorite Food:
A medium-rare ribeye steak
Top Hobby:
Wellness & Travel
Favorite Sport & Team:
Boston Bruins
Drink of Choice:
Topo Chico Mineral Water
Twist of Lime
Zack Levine, CFP®, CSLP®
FINANCIAL PLANNER
Zack, a skilled financial planner at WealthKeel, is a Certified Financial Planner™ (CFP) and Certified Student Loan Professional (CSLP). With a deep passion for strategic wealth management, Zack crafts innovative financial plans that empower WealthKeel clients to achieve their goals efficiently while amplifying the impact of their wealth.
Outside of designing meticulous financial strategies, Zack thrives on the courts of Northeast Ohio, playing spirited pick-up basketball games. He cherishes quality moments with wife, Hanna, family, and friends, rooted in his love for community. A devoted Cleveland sports enthusiast, Zack embodies unwavering optimism, proclaiming “this year is our year” for the Browns each September—though by October, he’s often rallying with a hopeful “there’s always next year.
Pet:
Winston, Golden Retriever
Alma Mater:
Kent State University
Favorite Food:
Tacos from Condado
Top Hobby:
Playing pick up basketball
Favorite Sport & Team:
Cleveland Browns
Drink of Choice:
Elvis Juice – Brew Dog
Matt Mog
PARAPLANNER
As a skilled Paraplanner at WealthKeel, Matt is passionate about empowering physicians and their families through tailored financial strategies delivered with exceptional care. He builds enduring relationships founded on trust, with a mission to simplify complex financial decisions, enabling clients to confidently pursue their dreams and aspirations.
Beyond the office, Matt thrives on pushing his limits, whether training for his next marathon or perfecting a new recipe to share with friends and family. A proud Cleveland sports enthusiast, he’s always cheering for his teams or catching a live game. When he’s not running or golfing, you’ll find Matt immersed in a great book, enjoying a movie, or spending quality time with loved ones. For Matt, life is about meaningful connections, shared meals, and staying active in mind, body, and spirit.
Pets:
Benny, Cockapoo & Leo, Mini Golden Doodle
Alma Mater:
Miami University
Favorite Food:
Bananas
Top Hobby:
Running
Favorite Sport & Team:
Cleveland Browns
Drink of Choice:
Water with lemon
Liz Mattingly
DIRECTOR OF CLIENT SERVICES
Liz, the Director of Client Services at WealthKeel, brings extensive expertise in customer and client relations to her role. Driven by a passion for service and a deep appreciation for meticulous planning, Liz ensures that the administrative and service aspects of our clients’ financial journeys are seamless and stress-free.
A devoted mother to two boys and a spirited French bulldog, Sir Winkston, who carries himself with regal charm. Her family enjoys cheering on football games, hiking the scenic trails of North Georgia’s mountains, and embracing lake life. When not navigating the lively demands of motherhood, Liz finds balance through yoga, meditation, or unwinding with a captivating book.
Pet:
Sir Winkston – French Bulldog
Favorite Food:
Fresh Beet and Goat Cheese Salad
Top Hobby:
Yoga
Favorite Sport & Team:
Georgia Bulldogs
Drink of Choice:
San Pellegrino
Favorite Charity:
Family Promise
Process
Breaking the Ice
Month 1
We’ll have a casual conversation about what you want to achieve, and how financial planning can help you reach those goals.
Getting Organized
Month 1
Once you become a WealthKeel client, we kick off the planning process! We’ll gather information to understand where you are now, and where you want to go, to start clarifying your goals
Discovery Call
Month 1
Or what we like to call the “soft” side of money conversation. We will have a chat about your goals and values; from the usual “retire at 65,” to the “financial independence at 45,” and to the “I need to cut back to .6 FTE with family planning.” We will review the different routes your journey may take you. Don’t worry, we will update it for all of life’s course corrections as well 😉
Designing Your
Blueprint
Month 2
Together, we’ll work through your plan — the specific, strategic actions required to reach your goals —and answer all your questions, giving you guidance at every turn.
Embarking on Your
Journey
Month 2
We'll help you work on your to-do’s and hold you accountable, all the while empowering you to make exceptional decisions about your life and money.
Sailing into Your
Harbor
Month 2+
For our ongoing financial planning clients, regularly scheduled reviews and meetings allow you to “sail into harbor” for consistent check-ins. We’ll revisit your goals and make adjustments or course corrections to your plan as needed.
Awards & Recognition
Recognized by The White Coat Investor and Physician on FIRE as a recommended advisor, we're one of the few select firms labeled as “a good financial advisor at a fair price,” by Dr. Dahle for our flat-fee subscription model and capped fee structure.
Financial Advisor Magazine Top 10 Young Advisors to Watch in the Country, 2021
InvestmentNews 40 Under 40, 2020
White Coat Investor Top 10 Financial Advisor for Physicians
Physician on FIRE Top 10 Financial Advisor for Physicians
Investopedia Top 100 Financial Advisor in the Country,
2021 & 2022