Keystone Advisory Solutions

We are a team of financial professionals dedicated to providing our clients with world-class advice and service, as they face daily decisions about today and tomorrow.  We are passionate about helping individuals, families, and small business owners experience a unique, consultative planning process, designed to ensure they are prepared for all of life’s most meaningful moments!  Insurance to protect what is most important…investments to build for the future.  Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term protection and investment results.

Products & Services

Wealth Accumulation Planning

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.  It is based on the premise that the different asset classes have varying cycles of performance, and that by in.

Insurance Planning

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.

Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family.  The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without in.

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.  For one, people are living longer.

Our Leadership Team

Charles Kelly, Jr., CLF

Charles Kelly, Jr., CLF

Founder and CEO
Ross T. Marshall

Ross T. Marshall

Associate Partner
Richard H. Owens

Richard H. Owens

Associate Partner
Brian Dickerson

Brian Dickerson

Senior Advisor
Jon Grubbs

Jon Grubbs

Senior Advisor

How to Save Money, When Saving Seems Impossible

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The Tricky Truth of Inheritance in the 21st Century

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Inheritances are a complicated thing. Not only…

How to Crack Into the World of Financial Planning

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Millennials get a bad rep. Too often does the media say that…