Charlie Shipman

Blue Keel Financial Planning, LLC

Founder, Managing Principal

Charlie Shipman

Blue Keel Financial Planning, LLC

Founder, Managing Principal

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Charlie Shipman

Fee-Only financial planner located in Westport, CT, serving clients locally and across the country

Charlie Shipman is a Westport, CT fee-only financial planner. Blue Keel Financial Planning, LLC provides comprehensive financial planning, investment management, and estate planning to help business owners, professionals, and their families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Charlie Shipman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Charlie Shipman is a fee only financial planner at Blue Keel Financial Planning located in Westport, CT.

In 2014, I left Wall Street - where the focus is on making more money for the firm rather than the clients - to start my own firm. I wanted to help people who were turned away from big firms because of unpredictable income streams and/or limited investable assets. 

I launched Blue Keel Financial Planning to help our clients:

1. Invest smarter

2. Reduce taxes

3. Achieve alignment of business and personal goals

Since founding Blue Keel Financial Planning, I've contributed to several online financial publications, including: Investor's Business Daily, InvestmentNews, Money, Yahoo! Finance, CBS News, MSN, Nasdaq, The Motley Fool, Investopedia and U.S. News & World Report.

When I'm not perfecting financial plans or investment portfolios, you can find me on outdoor adventures with my wife and kids, kayaking on the pond, or trying to master a PGA Tour-worthy golf swing.

Plan better. Invest smarter. Together.

Blue Keel Financial Planning is a fee-only financial planning firm headquartered in Westport, CT. We specialize in financial planning and investment management services for business owners and professionals.

Do you think the next 30 years will look like the previous 30 years? We certainly don’t. Blue Keel was launched to provide a fresh, new perspective on the global financial markets and develop forward-looking solutions to ensure our clients can reach their goals.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Maximizing Investment Returns
  • Mitigating Taxes
  • Planning for College

Ideal Clients

  • Business Owners and Executives
  • Retirees and Near Retirees
  • Inheritance or Sudden Wealth
  • Growing Families

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Transparent Fees
  • No Commissions
  • Complimentary 30-min Call

Professional Designations & Affiliations

  • XY Planning Network
    Charlie Shipman is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Charlie Shipman

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Office Locations:

  • 8 Wright Street
    Suite 100
    Westport, CT 06880

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