About Keystone Wealth Advisors
Chicago's trusted fee-only fiduciary firm since 1994.
Independent advice. Your best interest. Always.
Keystone Wealth Advisors was founded in 1994 by William Keystone, a former institutional portfolio manager who left Wall Street because he believed individual families deserved the same quality of financial advice given to pension funds and endowments. He established Keystone as a fee-only fiduciary, meaning we have a legal obligation to put your interests ahead of our own.
Over three decades, we've grown from a one-person practice to a team of 12 advisors managing $2.1 billion in assets for over 800 client families. Our clients include retirees, business owners, executives, physicians, and families navigating wealth transitions. What they all share is a desire for honest, comprehensive financial guidance from advisors who have no hidden agendas.
We are not affiliated with any bank, insurance company, or brokerage house. We don't earn commissions. We don't sell proprietary products. Our only source of revenue is the advisory fees our clients pay us directly. This independence is the foundation of every recommendation we make.
Our Values
Fiduciary Duty
We are legally and ethically bound to act in your best interest. No exceptions, no conflicts, no compromises.
Transparency
Every fee, every trade, every decision is documented and explained. You always know exactly what you're paying and why.
Evidence-Based Investing
Our investment philosophy is grounded in academic research, not market predictions or gut feelings.
Long-Term Relationships
Our average client relationship spans 14 years. We plan for generations, not quarters.