# Keeler & Nadler Family Wealth

Keeler & Nadler Family Wealth is a Bank / Wealth / Trust based in Dublin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dublin, United States
- **Region:** North America
- **Address:** Dublin, OH, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** keelernadler.com
- **LinkedIn:** https://www.linkedin.com/company/keeler-&-nadler-financial-planning-and-wealth-management-llc

## Regulatory record

- **CRD number:** 173079
- **SEC file number:** 801-80394
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-13T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173079

## About

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.

## Sectors

- Private Credit
- Real Estate

## People

- Andy Keeler — Founder and President
- Richard Nadler — Founder - Retired
- Mark Beaver — Senior Financial Advisor
- Abigail Rose — Senior Financial Advisor & Director of Tax Planning

## Questions

### What is Keeler & Nadler's regulatory structure?

The firm operates as a registered investment advisor (RIA), which means it is bound by a fiduciary duty to act in its clients' best interests. This separates it from broker-dealer models where suitability standards apply. RIAs are regulated by the SEC or state securities authorities depending on assets under management.

### Does Keeler & Nadler manage institutional capital or only private wealth?

The firm's disclosed client base includes individuals, high-net-worth individuals, and various entities. It has not published information confirming institutional separate accounts or pooled vehicles. Its service description points toward private wealth management rather than endowment, pension, or sovereign capital.

### What investment capabilities does Keeler & Nadler offer?

The firm provides financial planning and portfolio management, covering asset allocation, manager selection, and ongoing account oversight. Discretionary mandates give the firm authority to execute trades and rebalance on the client's behalf. Non-discretionary arrangements require client approval before implementation.

## Related profiles

- [Keel Wealth Management](https://altss.com/profile/keel-wealth-management)
- [Keen Capital](https://altss.com/profile/keen-capital)

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Last updated: 2026-07-06T00:35:12.161Z

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