We serve clients who seek enduring peace of mind through deliberate and comprehensive financial management.

On Keel Capital is an investment and financial management firm located in Marin County, California. We provide our clients with continuous, personalized, and confidential financial planning and investment advice, specifically intended to identify, prioritize, balance, and meet family financial objectives.

We consider all current and future resources and liabilities, liquidity needs, tax issues, insurance requirements, education funding, retirement planning, and estate planning.

On Keel offers the deep personal relationships of a boutique firm combined with institutional-quality research and technology. Unlike brokerage firms and banks, we have an open-source institutional platform, free of the fee load of proprietary products or distribution agreements with fund or investment managers.