Keller Wealth Advisors

06/01/2026

The latest issue of Market Month is available.

05/28/2026

Transition to Remote Friday Schedule

Beginning Friday, May 29th, our offices will transition to our Remote Friday Office Schedule through the end of the year. Our physical offices will be closed to the public on Fridays from Memorial Day through New Year’s annually. We will maintain normal hours Monday through Thursday. On Fridays, our staff will be available to assist you via phone, email, or WebEx from 8AM to noon.

05/25/2026

Today we express gratitude for our fallen heroes.

05/25/2026

In observation of the Memorial Day holiday, the US Stock and Bond Markets will be closed on Monday, May 25th.

05/22/2026

Our Offices Will Be Closed

Our offices will be closed on Monday, May 25, 2026, in observation of the Memorial Day holiday.

We will reopen on Tuesday, May 26th at our usual office hours.

05/19/2026

We are proud to celebrate Hannah Gohmert’s 10 years of dedication, excellence, and impact at Keller Wealth Advisors. Her commitment and leadership continue to elevate our team every day.

Thank you, Hannah!

05/15/2026

Have you missed one of our staff Victoria Advocate published articles?

Smart post-tax filing moves, agricultural legacy estate planning, and Trump Accounts are a few of the most recent topics covered.

Browse by most recent or by category on the Published Insights page of the KWA website.

Keller professionals publish articles about financial planning, retirement, investing, insurance, social security, wealth management, and more.

05/11/2026

Don’t be out-of-pocket with your health insurance policy.

Beth Koonce, CFP® gives insight on medical insurance out-of-pocket maximums and how to navigate.

https://kellerwealthadvisors.com/out-of-pocket/

05/10/2026

To the moms who make the world go ‘round, Happy Mother’s Day!

05/07/2026

You have likely heard about Trump Accounts, but what do you know about them?

Sarah Nix, CFP® breaks down what you need to know about the OBBBA introduced children’s savings accounts.

With several established options already available for saving for minors, it’s natural to wonder how this new account works and whether it deserves a place in your financial plan.