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 Gen X & Gen Y 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.
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 Gen X & Gen Y physicians due to the unique complexities that this group faces.
We are passionate about serving Gen X & Gen Y 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.
Gen X & Gen Y 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®, CSLP®
FOUNDER & LEAD FINANCIAL PLANNER
I started to develop the foundation of WealthKeel right out of college. At that time, I was just Chad Chubb, your average financial advisor, but I noticed there was a huge demand and need for a flat-fee model for the physician community. Then, in 2015, I officially launched WealthKeel —a team of award-winning CFP® Professionals who specialize in helping Gen X & Gen Y physicians.
We help our physicians reduce taxes, invest smarter, and plan for their ideal future.
Since starting WealthKeel, I’ve been recognized as “Top 40 Under 40 advisor in the US” (2020) by Investment News, “Top 10 Young Advisors to Watch in the Country” by Financial Advisor Magazine (2021), “Top 100 Independent Financial Advisor in 2021 & 2022” by Investopedia and a “Top 10 Financial Advisor” by The White Coat Investor and Physician on FIRE for multiple years in a row.
I am also a columnist for Kiplinger, host a YouTube channel which provides financial planning tips and strategies for physicians, and frequently speak at hospitals and medical organizations across the country for different financial topics.
When I am not crafting a financial plan, you can find me with my wife (my high school sweetheart) taking our three wild and loving boys on their next travel adventure or foodie stop. Otherwise, I’m up and at ' em early for a good workout/run or trying to sneak in a quick golf round.
Zack Levine, CFP®
ASSOCIATE FINANCIAL PLANNER
Zack is an associate advisor at WealthKeel. He is a Certified Financial Planner™ (CFP) and Certified Student Loan Professional (CSLP). He’s passionate about developing financial tactics to help WealthKeel clients reach their goals efficiently while also maximizing the impact of their wealth.
When he’s not building beautiful financial plans, Zack enjoys playing pick-up basketball games and spending time with his family and friends in Northeast Ohio. Zack is a huge Cleveland sports fan. For better or worse, he fully embraces the “this year is our year,” mantra every September when it comes to the Browns...and that optimism typically turns into “there’s always next year,” by the time October rolls around.
Billy is the lead paraplanner at WealthKeel and currently pursuing his CERTIFIED FINANCIAL PLANNER™ marks. He’s committed to providing exceptional service and developing long-lasting relationships with our physicians and their families. Billy’s mission is to help WealthKeel clients understand their finances so they can better align their decisions with their goals.
When Billy is not crafting gorgeous financial plans, he enjoys exploring the Nashville food scene with his wife Ava and spending time outdoors with their dog Riley. Originally from Long Island, Billy has become a fair-weather sports fan since his teams tend to underperform. However, this provides ample time to allow Billy to do what he enjoys best, finding a great book to read and quality family time.
DIRECTOR OF CLIENT SERVICES
Liz is the Director of Client Services at WealthKeel. She has vast experience working in customer and client services. With a heart of service and a full understanding of the importance of planning, Liz strives to ensure that the service and paperwork side of our client's financial life is a stress-free experience.
Liz is a mother to two boys, ages 9 and 18. Her family has a 1-year-old french bulldog named Sir. Winkston who believes himself to be royalty. Some of the family hobbies are football, hiking in the beautiful north Georgia mountains, and enjoying the lake life. When she isn't tending to the fast-paced life of motherhood, she stays centered by practicing yoga, meditation, or curling up with a good book.
Breaking the Ice
We’ll have a casual conversation about what you want to achieve, and how financial planning can help you reach those goals.
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
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 😉
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
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
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