Keeler & Nadler

Business Details

17 Years

experience

Your Trusted Partner for Comprehensive Financial Planning

Keeler & Nadler has been providing fiduciary financial advisory services since 2009, specializing in comprehensive wealth management for families and businesses across Central Ohio. Our team of certified professionals prioritizes personalized planning for retirement, tax efficiency, estate strategies, and investment management. We serve clients in Dublin, Columbus, Powell, and Hilliard with a client-first approach that integrates all aspects of financial well-being.

Our expertise extends to corporate retirement plans, college funding strategies, and executive compensation planning. As trusted advisors, we combine active listening with evidence-based decision-making to create tailored solutions that align with clients' unique goals. Our commitment to transparency and ongoing education empowers clients to achieve financial confidence and long-term security.

Services

Wealth Management Retirement Planning Investment Management Tax Planning Estate Planning College Funding Executive Compensation Business Consulting Risk Management

Details

Year established: 2009

Highlights and features

We operate as fiduciaries, always prioritizing client interests above all else
Our team includes CFPs, CPAs, and specialized financial analysts with decades of combined experience
We offer fully integrated wealth management covering retirement, taxes, estate planning, and investments
Our evidence-based investment approach balances proven strategies with modern market realities
We serve Central Ohio communities with localized expertise and personalized service

Website

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Services

Wealth Management

Our comprehensive wealth management services integrate retirement planning, tax optimization, and investment strategies to create cohesive financial roadmaps. We help clients coordinate all aspects of their financial lives to maximize growth potential while minimizing risks. Our approach ensures every financial decision works synergistically toward long-term objectives.

Retirement Planning

We develop personalized retirement income strategies that balance lifestyle goals with financial realities. Our planning considers Social Security optimization, pension coordination, and sustainable withdrawal rates to ensure financial security throughout retirement years. We emphasize tax-efficient income generation and longevity risk management.

Investment Management

Our evidence-based investment management focuses on constructing diversified portfolios aligned with individual risk tolerance and financial goals. We emphasize cost-effective solutions, regular portfolio rebalancing, and tax-conscious investment decisions. Our approach combines proven strategies with adaptive market analysis to optimize long-term returns.

Estate Planning

We help clients protect and transfer wealth through coordinated estate planning strategies. Our services include trust implementation, beneficiary designation review, and coordination with legal professionals. We focus on minimizing estate taxes while ensuring clients' wishes are clearly documented and executed.

Tax Planning

Our proactive tax planning identifies opportunities to reduce current and future tax liabilities. We analyze tax-deferred vs. taxable account strategies, charitable giving options, and retirement account conversion opportunities. Our goal is to maximize after-tax returns through strategic, year-round tax management.

People

Andy Keeler

Founder and President

Certified Financial Planner with 15+ years of experience guiding clients through complex financial decisions. Specializes in retirement income strategies and tax-efficient planning for high-net-worth individuals.

Richard Nadler

Founder - Retired

Co-founder and retired CFP professional with expertise in estate planning and investment management. Maintains advisory role focusing on client relationships and strategic planning.

Mark Beaver

Senior Financial Advisor

Certified Financial Planner with specialization in corporate retirement plans and business owner financial strategies. Brings 12 years of experience in comprehensive wealth management solutions.

Abigail Rose

Financial Advisor and Director of Tax Planning

CPA and CFP professional managing tax planning services. Focuses on optimizing tax efficiency for high-income clients through strategic investment and retirement account management.

T.J. Burkett

Director of Operations

Certified Financial Planner overseeing daily operations and client service delivery. Ensures seamless implementation of financial strategies while maintaining compliance with industry regulations.

Questions

What areas do you serve?

We primarily serve Central Ohio including Dublin, Columbus, Powell, and Hilliard. We also work with clients remotely across the United States through virtual consultation platforms.

What investment approach do you use?

We employ an evidence-based investment strategy that combines proven principles with modern market analysis. Our approach emphasizes diversification, cost efficiency, and tax-conscious decision-making tailored to individual goals.

Are you fiduciaries?

Yes, we operate as fiduciaries at all times. This means we're legally obligated to act in our clients' best interests, providing transparent advice without conflicts of interest.

How are your services priced?

We use a transparent fee structure based on assets under management. Specific pricing details are discussed during our initial consultation to ensure complete transparency before any commitment.

What sets you apart from other advisors?

Our holistic approach integrates all aspects of financial planning with personalized service. Our team's combined expertise in tax, estate, and investment planning creates comprehensive solutions that adapt to clients' evolving needs.

Do you work with business owners?

Yes, we specialize in business owner financial planning, addressing unique challenges through strategies for business succession, tax optimization, and personal wealth integration.

Reviews (4)

Write a Review

John Kackloudis

Jan 22, 2022 Report

Positive:Professionalism,Quality,Responsiveness,Value
Keeler Nadler has provided my family outstanding service and performance. Andy, Rick and staff have delivered on all fronts. We work comfortably together in regular meetings to ensure we remain focused and consistant. I encourage discussion with KN to help meet your goals.

Roy Virost

Jan 22, 2022 Report

Keeler & Nadler has been our financial advisor for 13 years. They are proactive and very responsive to our needs. Andy and the firm have always acted in our best interest, as fiduciaries and as trusted confidants and advisors. Their guidance and sound judgement have successfully guided us through the many market ups and downs. We highly recommend Keeler & Nadler to anyone who is in need of a financial advisor.
Roy and Judi Virost

Kimberly Ellis

Jan 15, 2022 Report

My husband and I have had the privilege of working with Andy Keeler for 25 years and have been extremely pleased with the service he has provided. With Andy's financial guidance, we were able to have our three children attend and graduate from college without loans. We have also recommended Andy to family members that are business owners who have been pleased with his guidance. We highly recommend Keeler and Nadler Family Wealth.

Robert Whitely

Jan 12, 2022 Report

Please find our formal recommendation for Andrew Keeler and his professional associates with the financial planning firm 'Keeler & Nadler Family Wealth'. We have worked with Andy and his team at Keeler & Nadler over the last sixteen [16] years and have benefitted from their timely and responsive updates and portfolio recommendations. Our experience and business relationship with Andy, in particular, and the Keeler & Nadler associates, in general, has proved professional, personal and effective regarding our investment portfolio and retirement accounts. We highly recommend Andy and his knowledgeable