Our Team

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 three years, 2014, 2015 and 2016, 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.


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President and Chief Investment Officer
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Director of Financial Planning
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Senior Associate
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Office Manager