Independent. Conflict Free.
Customized Solutions.
Wealth
Management
Financial
Planning
Independent. Conflict Free.
Customized Solutions.
Wealth
Management
Financial
Planning
Our Approach
AI-Enhanced Wealth Management with Four Decades of Experience
Technology Sees Further. Wisdom Knows Where to Look.
Lower Fees
Fees as Much as Two-Thirds Less Than the Competition
Four Pillars That Guide Everything We Do
Fiduciary Standard
Client Centric
Full Transparency
Skin in the Game
Our philosophy
What Sets Us Apart
Independent RIA
As an independent Registered Investment Advisor, we are legally bound to act in your best interest. We provide comprehensive wealth management services tailored to your unique situation, working with top estate planning attorneys and CPA firms or collaborating with your trusted advisors to develop fully customized, durable strategies.
Schwab Custodian
Your assets are held with Charles Schwab, one of the largest and most trusted custodians in the industry. We consult on retirement assets held with our custodian partner or outside retirement accounts (401K, 403B) and implement cost-effective, risk-adjusted portfolios targeted to meet your retirement needs. Fully customized to your specifications and price competitive.
AI-Powered Efficiency
We combine decades of advisory wisdom with cutting-edge technology to deliver smarter, more efficient wealth management. Our approach includes solutions for custody, DVP, performance reporting, and brokerage services — all enhanced by modern tools to identify opportunities and manage risk while keeping the human element at the center of every decision.
Four Decades of Wisdom
Scott Zodin personally manages every client portfolio — no committee, no delegation, no hand-off. With nearly four decades navigating equity, fixed income, and derivatives markets, he has managed hundreds of millions of dollars across every market cycle. His approach is hands-on and research-driven, combining deep fundamental analysis with a keen understanding of macroeconomic forces, interest rate dynamics, and global capital flows. Experience earned through decades of real-world portfolio construction, not textbook theory.
35+
Years of Experience
100%
Fiduciary Standard
UT
Austin, Texas Based
1987
Advising Since
Comprehensive Wealth Management Solutions
Retirement Planning
Estate Planning
Investment Management
Supplemental Income
Tax Mitigation Strategies
Financial Planning
Keel Wealth Management is an independent Registered Investment Advisor based in Austin, Texas. Founded in 2016 by Scott Zodin, who has been an investment advisory professional since October 1987, the firm delivers comprehensive wealth management services with a fiduciary commitment to always placing clients’ interests first.
Scott Zodin
Founder, Keel Wealth Management
About the Founder
Built By An Investor For Investors
Keel Wealth Management is an independent Registered Investment Advisor based in Austin, Texas. Founded in 2016 by Scott Zodin, who has been an investment advisory professional since October 1987, the firm delivers comprehensive wealth management services with a fiduciary commitment to always placing clients’ interests first.
Scott Zodin
Founder, Keel Wealth Management
About the Founder
Built By An Investor For Investors
Insights
Stay informed with KWM Insights, our look at critical issues facing the fixed income and equity markets, and our proprietary equity and bond portfolios.
Trusted By Our Clients