Helping Our Clients Achieve Their Financial Goals
At Keller Wealth Management, we are more than a financial advisor, we are a trusted long-term partner dedicated to helping our clients reach their goals and major life milestones.
William Keller, MBA
William Keller is a Fiduciary Investment Advisor and the founder of Keller Wealth Management. After receiving his Bachelor’s Degree from Seton Hall in 2013 and his MBA from Rutgers in 2018, William worked in Corporate Finance for over a decade before starting Keller Wealth Management.
Will is a husband and father of three living in northern New Jersey. He spends most of his free time with family and friends, and enjoys playing music on the weekends.
“I really enjoy the initial conversations, hearing our clients’ stories, learning about their risk tolerance and long-term goals. To me, it’s like a puzzle that needs to be solved and I enjoy getting a clear picture of the clients’s finances, seeing where they are at, and how I can help.”
Our Promise of Trust, Care, and Transparency
We value the relationships that we build with our clients and always follow our guiding principles when managing their money.
Security, Credibility & Personalized Approach
Our clients get the security and credibility of a major financial institution (Charles Schwab), while also getting the personalized attention and care of a small firm.
Honesty & Transparency
We are honest and transparent about how we manage our clients’ money, and we are always upfront about how we get paid.
Responsibility
We understand the level of trust that our clients put in us when managing their money. We always treat their money as if it were our own.
Effective & Prompt Communication
We always communicate effectively andrespond promptly. We explain financial concepts clearly and avoid using financial jargon whenever possible.
Financial Education
We believe that informed clients make better decisions, which is why education is a core part of every relationship.
Steady & Even-Keeled
Fluctuations in the market are normal. We have an even temperament, regardless of how the market is performing.
Our Work In The Community
William is passionate about giving back to the community and holds a volunteer position as a board member with the Calais Foundation.
The Calais School is a K-12 grade school for special needs students. Their mission is to educate their students and provide them with the tools to gain employment and thrive post-graduation.
The Calais Foundation raises funds to further develop state-of-the-art classrooms and curriculum in order for Calais students to receive the best possible education. The foundation is a non-profit that focusses on the board's ability to assist with projects that are outside the school's state and local funding.
Comprehensive Financial Services
Every client’s financial situation is unique. No matter where you are on your financial journey, we offer personalized services to help you reach your goals.
.jpg)
.jpg)
.jpg)
.jpg)
.jpg)
.jpg)
.jpg)
.jpg)
Organize Your Financial Chaos
We work with each client individually to get a clear picture of their finances and create a personalized plan to move forward. Contact us today for a free initial consultation!
Hear From Our Clients
We’re grateful for the relationships we’ve built with our clients and the trust they place in us.
Our Partnership With Charles Schwab
Keller Wealth Management partners with Charles Schwab, one of the largest and most respected custodians in the financial industry. Through this partnership, we are able to provide our clients with the stability and security that comes with having their assets held by a major financial institution, while still receiving the personalized attention and support of a dedicated advisor.
Importantly, this partnership does not increase costs for our clients. It simply ensures that their assets are protected by a globally trusted custodian while receiving tailored advice from Keller Wealth Management.
Helping You Make Informed Financial Decisions
Our role is to help clients reach their financial goals through thoughtful, long-term planning. We believe that informed clients make better decisions, which is why education is a core part of every relationship.
Organize Your Financial Chaos
We offer a free initial consultation to get you started on the right track to reaching your financial goals. Fill out the form below to get started.
.webp)