Our Mission

Our mission is to empower the professional ambitions of our clients while securing their financial futures.  

Portfolio Management

Portfolio Management

Let us take your assets under management, design a portfolio based on your investment goals, and invest the assets on either a discretionary on non-discretionary basis.
Strategy and Planning

Financial Planning

Work with us so we can help you design an investment strategy and/or financial plan specifically tailored to your needs to implement and execute for yourself or your client.
Due Diligence and Analysis

Due Diligence and Analysis

Our firm will provide you with valuable research, market analysis and due diligence to shape your investment strategy and guide you or your client's investment decisions.

Business Consulting

Receive top class financial business consulting and advising for your early to late stage company that will help guide your business development, finance and asset protection strategies.

Our Difference

Our difference is found in the clients we work with. You are not only corporate executives or new retirees.   You are business owners, you are professional athletes, you are creative artists, entrepreneurs and investors that have non-traditional income streams.  You have diverse backgrounds,  varying financial needs and investment appetites.  You are looking for investment strategies beyond a standard stock and bond portfolio.   You also want to invest in digital assets and emerging technologies.  You want to explore a new business venture and other alternative asset plays.  You want to invest in yourself, your brand and your business.  And we can help you.  

Just like our clients, our team of advisers is diverse yet they have highly complimentary backgrounds and skill sets specially equipped to guide you as you navigate the modern day world of finance.   We employ a modernized approach to investing beyond the traditional strategies, while staying loyal to time tested fundamental principles and values.    

Work with an investment advisor who has years of experience in finance, business and the law.

Request a Consultation

Please include in your message some general information about your current or future projects. We are happy to set up a free initial consultation to take a deeper dive into how we can assist you with your venture.

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    © Keala Advisors 2024 | All Rights Reserved | Work with an investment advisor who also has a legal and business  background.  Let our experts guide you through the myriad of investment opportunities within public and private equities, digital assets and emerging technologies.

    Keala Advisors offers a suite of advisory services dedicated to the investors including: Portfolio Management, Investor Due Diligence and Analysis, Investment Strategy, Financial Planning, Fund Formations, Business Strategy and Education.  Emerging Technology investments that we consult on include but are not limited to: Blockchain, Cryptocurrencies and Digital Assets, Internet of Things (IOT), Machine Learning, Software as A Service (SAAS), Virtual Reality and Artificial Intelligence.

    Investment Advisors

    Financial Planning

    Portfolio Management

    Digital Assets Investment Advisors

    Emerging Technology Experts

    Keala Advisors’ team is comprised of experts in the fields of finance, law and technology.

    Keala Advisors advises individual and institutional investors, investment groups, early stage companies, founders, entrepreneurs, professional athletes, creative artists and other individuals with non-traditional income streams and sources of wealth.

    The firm’s form ADV parts I and II can be found at  www.sec.gov