Keeler & Nadler Family Wealth

Keeler & Nadler Family Wealth

Keeler & Nadler Family Wealth launched in 2009 when Andy Keeler, a CFP®, established the registered investment advisor in Dublin, Ohio. Richard Nadler, a CFP® and CPA® who has since retired, joined as co-founder. The firm was built to serve individuals and high-net-worth families in Central Ohio, including Dublin, Columbus, Powell and Hilliard, with a listening-first philosophy. Its wealth-origin story is not publicly tied to a single operating business or liquidity event; the principals built the book through community-based advisory relationships. The firm’s strategy rests on an integrated wealth-management chassis that spans investment management, retirement planning, tax planning and estate and trust services. Asset classes under advisory include publicly traded securities, fixed income and private-market exposures accessed through managed portfolios and direct relationships. Keeler & Nadler also structures corporate retirement plans, including 401(k), 403(b) and cash balance pension plans, for business-owner clients. The portfolio construction process runs on both discretionary and non-discretionary mandates, with an emphasis on tax-aware asset location and withdrawal sequencing. While individual holdings are not disclosed, the firm’s publications reference mortgage debt decisions, equipment leasing analysis and college-tuition cash-flow planning — indicators of balance-sheet-level advice. The team fields 14 professionals according to its public website, including three additional CFP® practitioners beyond Keeler and a dedicated estate planner, William K. Root, JD. No satellite offices are disclosed; operations run from the Dublin headquarters. Keeler & Nadler produces a podcast, Financial Opportunities Uncovered, alongside periodic tax guides and executive summaries on topics such as early-retirement severance and 529 planning. In February 2026, the firm published a financial survival guide aimed at professionals laid off in their 50s and 60s, signaling an active posture toward life-transition advisory. Keeler & Nadler’s architecture differs from that of a typical RIA aggregator by embedding tax preparation and estate planning directly alongside portfolio management — Abigail Rose serves simultaneously as Senior Financial Advisor and Director of Tax Planning. This in-house, cross-disciplinary model allows the firm to manage a client’s entire balance sheet rather than referring out to external accountants or attorneys, creating a stickier advisory relationship that is harder to replicate at scale.