Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Small Business
  • Insurance
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Divorce Financial Planning

Awards & recognition

  • Keeling Wealth Advisors, Ameriprise Client Experience Award, 2021-2023
  • Keeling Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Richard Keeling, Forbes Best-in-State Wealth Advisors, 2020 - 2024

Community participation

At Keeling Wealth Advisors, we believe in the power of community. As wealth advisors in Iowa and Minnesota, we are dedicated to giving back to the communities in which we live and work. When it comes to helping our Des Moines, Minneapolis, and surrounding communities, we focus on children and families as well as the local organizations who are making a difference by supporting them.

  • Johnston Partnership
  • Toys For Tots
  • Kids Against Hunger
  • Meals From The Heartland
  • Shoes That Fit

Honored to be recognized in Forbes

All of us at Keeling Wealth Advisors are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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