Located in Dublin, Ohio since 2009, our experienced team of advisors know what it takes to accumulate, enjoy and endow wealth. Financial Planning is about connecting your money with your goals and values. We can help give direction and meaning to your financial decisions, educating where necessary, all in an effort to help make your vision a reality.
The decisions you make today can have a lasting impact on your family and community for generations to come. Our goal is to help you plan, invest, protect and live with purpose. Call us today for a free consultation and take the first step towards reaching your vision. Planning well starts with understanding your current financial picture and envisioning your goals for the future.
The decisions you make today can have a lasting impact on your family and community for generations to come. Our goal is to help you plan, invest, protect and live with purpose. Call us today for a free consultation and take the first step towards reaching your vision. Planning well starts with understanding your current financial picture and envisioning your goals for the future.
Services
With over 90 years of collective experience, we know what it takes to accumulate, enjoy and endow wealth. How are we different from other firms promising the same? We Listen. We want to hear what makes you tick, and understand your strengths, weaknesses, opportunities and threats. We educate. All three of our principles are currently, or have been, educators at The Ohio State University.
Mr. Keeler has been advising clients for 25 years. In 2007, he was asked by the Financial Planning Association to help author a guidebook for financial advisers titled "Prudent Practices for Fiduciary Advisers." In 2009, Andy testified before Congress to help evaluate how the economic downturn had affected employees of small businesses and how companies were addressing retirement benefits as they must reduce expenses.
Bill is a fellow of the Esperti Peterson Institute and has completed its Master's Program in Advanced Estate Planning. He teaches Retirement and Estate Planning to students in the Family Resource Management Program at The Ohio State University. He also created The Ohio Institute of Estate Planning to provide continuing education courses for Accountants, Attorneys, Financial Advisors and Insurance Professionals.
J.T. Hrusovsky is a Financial Planning Analyst at Keeler & Nadler. He graduated from The Fisher College of Business at The Ohio State University in 2021 with a specialization in Finance while also adding Consumer and Family Financial Services as a second major. While in classes, he had an internship with a fee-only firm here in Columbus and another virtual internship with an Ameriprise office located in Minneapolis, Minnesota.
Carolina Kowalski manages the Client Operations at Keeler & Nadler. She graduated from Universidad Central de Venezuela in 1987 with a degree in Architecture. She began working with Keeler and Nadler in 2013, prior to that she had a career as an architect and owned an architectural firm in Venezuela.
Reviews (10)
John Kackloudis
Jan 22, 2022
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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.
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
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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
Roy and Judi Virost
Kimberly Ellis
Jan 15, 2022
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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
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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
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
Michael Keenan
Jan 08, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
They have been excellent stewards of our holdings and provided excellent spot on advice with respect to market conditions. Andy Keeler is a consummate professional who has worked hard to stay on top of the market and accompanying financial trends.
They have been excellent stewards of our holdings and provided excellent spot on advice with respect to market conditions. Andy Keeler is a consummate professional who has worked hard to stay on top of the market and accompanying financial trends.
Sandy Miller
Jan 07, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
We have been clients for a number of years and have been VERY pleased with the services provided by Keeler & Nadler. Top-notch professionals...always there to answer our questions, ask for input relative to our interests, needs, and wants...our investment portfolio reflects this! We are financially secure due to their services!
We have been clients for a number of years and have been VERY pleased with the services provided by Keeler & Nadler. Top-notch professionals...always there to answer our questions, ask for input relative to our interests, needs, and wants...our investment portfolio reflects this! We are financially secure due to their services!
Rita Gallagher
Jan 06, 2022
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Andy Keeler has been my financial advisor for over 20 years and I highly recommend him and his great staff to guide and support you with your finances. I can say that Andy pays close attention to your needs and works to be sure you can live out your financial goals leading up to and living in retirement. His staff is a pleasure to work with and very responsive to any questions or concerns. If you are looking to find a trustworthy financial advisor to eliminate your financial worries and guide you toward peace of mind, I highly recommend Keeler & Nadler!
Ryan Keenan
Jan 03, 2022
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Anita Kaufman
Dec 24, 2021
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Schooley Mitchell Jim Lichtenberg
Aug 30, 2018
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I recommend Keeler & Nadler with the utmost confidence to anyone looking for a company that will help bring your future into focus. Its team has more than 90 years of collective experience, and they take the time to listen to your hopes and dreams, as well as your unique concerns, to create a plan that truly suits your needs. With Keeler & Nadler, you can count on the guidance and advice you need to reach the financial future you desire!
