Independent Investment Advice

Keatley Wealth Management, located in Charlotte, NC, provides comprehensive, fee-only financial planning and state-of-the art investment management that isn't tied to the sale of financial products.

As a fiduciary financial advisor, we are ethically bound to act in our clients' best interests.

For the past two years, 2014 and 2015, Karen has received the prestigious Five Star Professional Award for Wealth Management.

The Five Star Professional Award recognizes those individuals who have established practices, excellent client relationships and strong reputations as leaders in the industry. This award is based on direct client and peer feedback as well as independent research conducted with industry firms, professionals and regulatory sources.

For more information, go to www.fivestarprofessional.com.
 

What makes us different

Objective Advice

We don't just say we are trustworthy, our business platform is designed to assure client's interests come first.

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Credentialed Experience

Planning professionals with the most respected certifications in the industry. Masters degrees in our field and CFA and CFP designations.

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A Plan For the Long Haul

Professionals that have the experience and knowledge to deliver a comprehensive plan for clients that works to achieve our clients' goals.

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Please contact us