Aligning professional goals with personal goals

At Blue Keel, we understand how challenging it is to oversee your growing business and manage your personal financial life.


We developed our financial planning and portfolio management services for business owners seeking customized solutions from an independent, fee-only fiduciary who puts clients’ interests first.

Founded in 2014, Blue Keel helps clients by aligning their professional goals with their personal goals and developing a dynamic plan to reach their targets successfully. Our goals-based financial planning framework is rooted in realistic cash flow planning techniques, thorough risk assessments and analyses, and custom portfolio management methodologies.


We will help you:

  • Incorporate your personal/business objectives into a goals-based financial plan
  • Align your business planning needs with your investment portfolio objectives
  • Reduce your taxable income and identify overlooked opportunities
  • Assess your personal/business cash flows and manage needs
  • Implement efficient debt management strategies
  • Develop a Succession Plan Strategy for your business
  • Build and preserve your legacy

Blue Keel provides a comprehensive financial planning framework, as well as portfolio management services to successful business owners, entrepreneurs, and their families using an innovative digital platform to help them navigate their financial lives and stay on course to reach their goals.

Clients benefit from an independent, fee-only advisor with over fifteen years of financial services experience. In-depth expertise from the areas of accounting, finance and wealth management is applied to the development of our financial planning process – which provides our clients with a better understanding of their current and future financial situation.

Ready to connect with an expert about your situation? Email us at [email protected].