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Keel Point, LLC

Keel Point, LLC

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Finance/Banks/AccountingInvestments

About Us

Keel Point is a client focused money management firm with a financial planning platform. We act as CFO for your family to help ensure your money is earning the most it can within your desired parameters.

Quick Links

2026 State of the Schools, Feb. 24

C-Suite Speaker Series with Sameer Singhal, Feb. 25

2026 Washington DC Trip, April 19-21