Keel Point

Keel Point is an advisory firm that specializes in providing investment and business advisory services. Owned jointly by the families it serves and the professionals who manage it, the firm aims to enhance the planning experiences of established families by addressing shortcomings in traditional advisory approaches. Keel Point offers a range of services, including wealth management, philanthropic planning, and family office services, prioritizing strong relationships and personalized attention characteristic of a boutique firm.

Miriam Boysen

Senior Family Wealth Director

David Parks

Founder and Executive Chairman

Kevin Yea

CFO

1 past transactions

DeMoss Capital

Acquisition in 2015
DeMoss Capital is a wealth management firm. It provides investment advisory services. It creates and implements investment plans. The company also provides financial consulting for families and their estates; investment management services; and consulting services for private investments and closely held businesses. DeMoss Capital was founded in 2008 and is based in Chattanooga, Tennessee.
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