Keb Wealth Advisors

About Keb Wealth Advisors

<p>Founded in 1931 and affiliated with Kerber Eck &amp; Braeckel LLP, Keb Wealth Advisors works with individuals, families, and business owners on long-term planning and investment management. The firm is based in Springfield in central Illinois, with additional offices across the St. Louis metro (Fenton, MO and Columbia, IL) and Litchfield, IL, and it works with clients across Illinois, Missouri, and Wisconsin.</p> <p>Keb Wealth Advisors reports $0.9B in AUM (2026). The team handles financial planning, investment management, business succession and exit coordination, and risk management. Its retirement plan work includes 3(21) fiduciary support and consulting for employer plans such as 401(k), SEP IRA, SIMPLE IRA, and pension plans.</p> <p>On the investment side, the firm uses evidence-based investing and builds portfolios with input from Dimensional Fund Advisors (DFA), Bridgeway, Avantis, Vanguard, and Focus Partners Advisor Solutions. Portfolios are managed through asset allocation, ongoing monitoring, and tax-aware withdrawal planning.</p> <p>What sets the firm apart is the tie-in to a longstanding accounting practice, which helps connect retirement plan decisions with tax and business planning. Learn more about other <a href="/plan-advisors">plan advisors</a> and <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>3(21) plan advisor support</li> <li>401(k), SEP IRA, SIMPLE IRA, and pension plan consulting</li> <li>Investment management using evidence-based approaches</li> <li>Business succession and executive compensation planning</li> <li>Risk management and insurance planning via partnerships</li> </ul>

Website: https://www.kebcpa.com/insights/discover-keb-wealth-advisors-helping-people-achieve-financial-wellbeing/

Founded: 1931