Keel Point is a fee-only, SEC-registered investment advisory firm headquartered in Huntsville, Alabama, with additional offices in six states. Founded in 2015 through a merger between Keel Point Advisors and Blue Creek Investment Partners, the firm serves over 1,700 clients and manages more than $3 billion in assets .

Keel Point offers a comprehensive range of services tailored to individuals, families, and institutions. Their offerings include holistic wealth management, family office services for multi-generational families, institutional and outsourced chief investment officer (OCIO) solutions, customized employee benefits and retirement planning, and fiduciary trust services .