About the firm

The people who'll actually be on the phone with you.


Since 1998

Two generations of one firm.

KFG helps business owners build the value of their company, turn it into wealth, and steward what it becomes — with the strategic depth of an experienced advisor and the instincts of fellow operators. It took nearly three decades to become this firm.

Dwayne Keller founded KFG in 1998 because he was tired of watching business owners get handed off. From accountant to investment guy to planner to attorney — with nobody actually holding the picture together, and the owner left to be the glue between all of them. Dwayne set out to be the person who held it together, for as many families as he could fit in his calendar.

For most of the firm's first two decades, he built a quiet practice that served the same families through births, marriages, business sales, retirements, deaths, and grandchildren. Clients didn't come to KFG because of marketing — they came because someone they trusted said you should talk to Dwayne.

His son Drew now leads the firm's next chapter — same posture, sharper model. The lifecycle approach you see on this site is the formalization of what Dwayne had been doing all along, built into a practice that works beyond a single advisor's calendar.

Most of our clients have been with us longer than ten years. Many were referred by someone whose family we've worked with for a generation.

That continuity isn't a feature of the firm. It is the firm.


The team

The people who'll actually pick up the phone.

Dwayne Keller, Founder and President

Dwayne Keller

Founder & President

Founded KFG in 1998. Continues to advise long-standing client families across the Build and Steward phases. Treats every relationship as personal because, by now, most of them are.

Background: BS in Business Administration, Shippensburg University · CPA · CEPA®

Drew Keller, Managing Director

Drew Keller

Managing Director

Leads the firm's lifecycle practice and most Transition-phase engagements. Spent years operating businesses before joining KFG. Certified Exit Planning Advisor (CEPA).

Background: BS in Industrial Engineering, Georgia Tech · MBA, Harvard Business School · CEPA®

Ashley, Client Service and Operations

Ashley Douty

Client Service & Operations

Runs the operational backbone of the practice — onboarding, document flow, reporting, the cadence of client communication. The reason nothing falls between the cracks.

Background: BS in Marketing, Penn State University


How we work with clients

Wherever our clients are.

Our clients are spread across the country. The work doesn't depend on geography — long relationships, careful planning, and direct access to the same advisors do. For clients who want to come in person, we keep an office in central Pennsylvania.

Drew, Dwayne, and Ashley reviewing a client plan together at the KFG office

Wondering how to maximize the value of your largest asset — your business? Let's talk.

Get in touch