Karen Keatley

CFP®, CFA®, MBA

Modera Wealth Management, LLC

Principal & Wealth Manager

Karen Keatley

CFP®, CFA®, MBA

Modera Wealth Management, LLC

Principal & Wealth Manager

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Karen Keatley, CFP®, CFA®, MBA

Fee-Only Financial Advisor serving Charlotte, NC area.

Karen Keatley is a Charlotte, NC fee-only financial planner.  Modera Wealth Management provides comprehensive financial planninginvestment management and foundation/endowment investing to help individuals, families, trusts, institutions, and philanthropic organizations organize, grow and protect their assets through life’s transitions.  As a fee-only, fiduciary, and independent financial advisor, Karen Keatley is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Prior to founding her own firm in 2003, Karen Keatley had extensive experience in investment management.  Karen and her team joined Modera in 2020.  Her career began more than twenty years ago in the Economic Research Department at CSX Transportation.  After completing her MBA at Duke University at the Fuqua School of Business, she joined Prudential Insurance Company where she served as Vice President and managed part of a multi-billion dollar portfolio of fixed-income and private equity investments.  She made the transition to investment management and financial planning for individuals as a fee-only advisor because she believes in the importance of quality advice that is not influenced by a sales agenda.

Karen is somewhat unique among financial advisors in that she has earned both the CFA (Chartered Financial Analyst) and CFP® (CERTIFIED FINANCIAL PLANNER™) marks of distinction, in addition to an MBA.  The depth of her academic study combined with her investment experience enables her to provide exceptional perspective and highly insightful advice for her clients.  As a member of National Association of Personal Financial Advisors, (NAPFA), she serves clients in a fiduciary capacity, which means that she accepts the legal standard to put clients’ interests first.  

Karen has been quoted in The Wall Street Journal, Money Magazine, Kiplinger Personal Finance, MSN.com Money Central, Charlotte Business Journal, and South Park Magazine, among other publications.  She has been interviewed on film by local television and is often consulted as a subject matter expert for news reports.  Karen also contributed to the book, Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions (Dearborn Trade Press, April 2004).  

Karen is a member of the Women’s Impact Fund and has served on that organization’s finance committee and Board of Directors as the Treasurer and Finance Committee Chair.  An amateur singer, she has performed with Oratorio Singers of Charlotte and has served on the Boards of Directors for Oratorio Singers of Charlotte and the Charlotte Symphony Orchestra.  Karen has two adult children and lives in Charlotte, North Carolina, with her husband and her dog.  She enjoys golf and travel, and cherishes time with family.

Karen Keatley is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Modera provides thoughtful financial counsel to discerning individuals and organizations. Overseeing $2.7 billion* in client assets, we are employee-owned and operate on a fee-only/commission-free model that puts our clients’ needs ahead of our own. Our team members, located in our five offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years.

*regulatory client assets under management as of December 31, 2019

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

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Karen Keatley is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Karen Keatley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Karen Keatley is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • CFA - Chartered Financial Analyst
    Karen Keatley is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.

  • CFA Institute
    Karen Keatley is a Member of the CFA Institute

    The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With nearly 150,000 members and 149 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.

Contact Karen Keatley

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Office Locations:

  • 7615 Colony Rd
    Suite 120
    Charlotte, NC 28226

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