WealthKeel LLC

For over 15 years, WealthKeel has helped attending physicians and their families take control of complicated financial lives — without the complex fees or jargon.

Whether you want to hand everything off to a trusted team or you’re a confident DIYer who just needs a comprehensive one-time plan and occasional check-up, we’ve got you covered.

It all starts with a zero-pressure Icebreaker Call. No pitch, no hard sell — just a real conversation to see if we’re the right fit for each other.

Schedule yours here → Book Your Icebreaker Call

We plot exactly where you are today, where you want to go, and how to handle the inevitable course corrections life throws at you.

Want the full picture before you commit? Download our WealthKeel One-Pager — it covers our process, transparent flat-fee and capped-fee pricing, and exactly what ongoing support looks like.

Ready for one trusted team to finally simplify your financial life? Let’s talk → Book your free Icebreaker Call today.

Not quite ready to talk? No rush — we’ve got plenty of free resources while you think it over.

Watch the WealthKeel YouTube channel — one of the largest physician-specific channels, packed with straightforward advice on taxes, investing, student loans, contracts, practice finances, and more.
Listen to the Physician Cents podcast, co-hosted by our founder Chad Chubb, CFP®, TPCP®, CSLP®, and Tyler Olson. Real talk with attending physicians about money, lifestyle, burnout, and building wealth that actually feels good.
Check out the WealthKeel Blog, straightforward financial advice for doctors, read by over 100,000 physicians (and counting) every year.

Whenever you’re ready—tomorrow, next month, or next year—that free, zero-pressure Icebreaker Call will still be waiting. We’ll be right here.

Services: Financial planning, investment management, student loan management, tax strategizing
Ideal Client: Attending Physicians from Early-to-Late Career