• Total Transparency ~ Objective Advice

A Different Kind of Experience


Keatley Wealth Management, located in Charlotte, NC, was founded to provide a different kind of experience from the traditional Wall Street brokerage firms and large banks.

We provide comprehensive, fee-only financial planning and evidence-based investment management that isn’t tied to the sale of financial products. Because we are a fiduciary financial advisor we are ethically bound to put our clients’ interests first. Period.


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Our Clients Are as Unique as You


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When your complicated life leaves you little time to manage your finances, we partner with you to pull everything together.
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Retirement can be a challenge if not properly planned. We’re here to guide you through the important decisions and ensure you have financial plan that works.
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When you’ve been rewarded for your hard work, our team has the expertise to manage the potential risks that come with employer stock or stock options.
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At Keatley Wealth Management, you will receive compassion and straightforward guidance so you can gain control of your finances and begin to move forward with the rest of your life.
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Keatley Wealth Management can help you make smart decisions so that you can enjoy your wealth today and still be able to enjoy it tomorrow.
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Jenny Martella discusses the importance of the Advisor-Client relationship.