Keeler & Nadler Family Wealth

What Keeler & Nadler Family Wealth does

Keeler & Nadler Family Wealth is a fee-only fiduciary financial advisory firm founded in 2009 and headquartered in Dublin, Ohio. The firm provides comprehensive wealth management, tax planning, retirement planning, investment management, financial planning, and corporate retirement plan services (401(k), 403(b), Cash Balance Pension Plans) to high-net-worth individuals and families in the Central Ohio market. Its service model integrates multiple financial disciplines under a single advisory relationship, positioning decisions in one domain (tax, estate, retirement, investment) to reinforce rather than conflict with others.

The firm employs 1–10 staff including CFP-certified advisors, an estate planner with a JD, a Director of Tax Planning, a Director of Operations, financial planning analysts, and client service associates. Revenue is generated through advisory fees consistent with an AUM-based recurring model typical of fee-only RIAs; no public pricing is disclosed. Client acquisition relies on direct relationships, referrals, and content-driven inbound marketing via a blog, the "Financial Opportunities Uncovered" podcast (Spotify, Apple, Amazon), LinkedIn, Facebook, and earned media coverage in Forbes, Kiplinger, USA Today, CNN Money, MarketWatch, and Bloomberg.

The firm operates from a single Dublin, Ohio office with no disclosed geographic expansion, subsidiaries, acquisitions, funding rounds, or parent company. The offering is delivered entirely through human advisors with no proprietary technology platform, mobile application, or AI/ML capabilities disclosed. Ownership remains with the founding principals Andy Keeler and Richard Nadler, both of whom continue to hold active leadership roles.

Name

Keeler & Nadler Family Wealth

Legal name

Keeler & Nadler Family Wealth

Website

https://keelernadler.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Keeler & Nadler Family Wealth is a fee-only fiduciary advisory firm in Dublin, Ohio, providing integrated wealth management, tax, retirement, estate, and investment planning to high-net-worth individuals, families, and corporate retirement plans across Central Ohio.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

akta.pro secondary industries

Family Business & Succession Advisory (FSAAADAL), Personal & Family Trust Services (FSAAANAA), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Wealth management services
• Financial planning advisory
• Retirement plan services
• Tax planning advisory
• Investment management services

Headquarters

HQ city

Dublin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Fee-only fiduciary financial advisory services encompassing wealth management, investment management, tax planning, retirement planning, estate planning, and corporate retirement plan services. Revenue is generated through advisory fees, likely based on assets under management (AUM) given the wealth management focus.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Keeler & Nadler Family Wealth is a fee-only fiduciary financial advisory firm that delivers comprehensive wealth management, financial planning, tax planning, investment management, and retirement planning services to high-net-worth individuals, families, and corporate clients in Central Ohio. The firm also provides corporate retirement plan advisory services including 401(k), 403(b), and Cash Balance Pension Plan design and administration for business owners. Services are delivered through personalized consultations and ongoing advisory relationships, with revenue generated through advisory fees.

Product overview

Keeler & Nadler Family Wealth offers a unified wealth management platform centered on comprehensive financial advisory services for high-net-worth individuals and families. The core Wealth Management service serves as the primary offering, supported by five specialized modules: Tax Planning & Efficiency, Retirement Planning Services, Investment Management, Financial Planning, and Corporate Retirement Plan Services (covering 401(k), 403(b), and Cash Balance Pension Plans). As fiduciaries, the firm provides tailored financial advice that integrates all aspects of wealth management—retirement, taxes, estate planning, insurance, and investments—ensuring interconnected strategies work together rather than against each other.

Differentiator

Problem solved

Functional benefit

Brands

• Financial Opportunities Uncovered: Podcast by Keeler & Nadler Family Wealth providing expert insights on financial planning, retirement, investing, and securing family future.

Products and services

• Wealth Management Comprehensive financial strategies unifying retirement planning, taxes, estate planning, insurance, and investment management into a coordinated approach for high-net-worth individuals and families.
• Tax Planning & Efficiency Tax planning and optimization services designed to minimize tax liabilities through strategic planning and efficient wealth management approaches for individuals and families.
• Retirement Planning Services Comprehensive retirement planning services to help individuals and families prepare for and achieve their retirement goals.
• Investment Management Professional investment management services focused on portfolio construction, asset allocation, and investment strategy aligned with client objectives.
• Financial Planning Comprehensive financial planning services addressing all areas of a client's financial life, creating integrated strategies for wealth accumulation and preservation.
• Corporate Retirement Plan Services Corporate retirement solutions including 401(k), 403(b), and Cash Balance Pension Plans for businesses seeking to provide retirement benefits to their employees.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Moneta Group: Independent, fee-only fiduciary RIA offering comprehensive financial planning, investment management, and family office services. Comparable services and HNW clientele.
• Homrich Berg: Fee-only wealth management firm providing personalized financial planning and investment management to HNW individuals and families. Comparable fiduciary model and client segment.
• Carson Wealth: National RIA offering holistic financial planning, investment management, and retirement plan services to HNW individuals and business owners. Overlapping product breadth and target segments.
• Savant Capital Management: Fee-only fiduciary advisory firm providing wealth management, financial planning, and retirement plan services. Comparable fiduciary model, service mix, and recurring AUM revenue model.
• Modera Wealth Management: Fee-only fiduciary RIA providing comprehensive financial planning, investment management, and tax services to individuals and families. Comparable scope, segmentation, and client profile.
• Facet Wealth: Flat-fee, fiduciary wealth advisory firm targeting HNW households with a hybrid model of CFP-led advice and digital tools. Closely comparable target market and fee-only fiduciary positioning.
• Ronald Blue Trust: Fee-only fiduciary advisory firm providing wealth management, financial planning, tax, and estate services to HNW families. Directly comparable service breadth and integrated planning model.
• Buckingham Strategic Wealth: Fee-only fiduciary RIA serving HNW individuals and families with integrated wealth, tax, and retirement planning. Highly comparable in model, client profile, and recurring AUM-based fee structure.

Broad incumbents

• Creative Planning: One of the largest independent, fee-only RIAs in the U.S. offering comprehensive wealth management, tax, and estate services to HNW clients. Significantly larger but same fiduciary, integrated advisory model.
• Edelman Financial Engines: Large national RIA combining automated investment management with human advisor guidance for HNW households. Comparable target client but scaled nationally with proprietary technology.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/KeelerNadler
• LinkedInlinkedin.com/company/keeler-&-nadler-financial-planning-and-wealth-management-llc
• Xx.com/keelernadler

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Keeler & Nadler Family Wealth