Keller Wealth Advisors

Keller Wealth Advisors Keller Wealth Advisors provides financial planning, wealth management and investment services to individuals, families, and businesses.

Jace Mitscherling recently joined the Keller firm as a Client Services Representative. He will support advisors and cli...
10/08/2026

Jace Mitscherling recently joined the Keller firm as a Client Services Representative. He will support advisors and clients in daily functions to help ensure a smooth and positive client experience.

Welcome, Jace!

10/05/2026

The latest quarterly market review is available.

This week, two of our team members, Hannah Gohmert, CFP®, and Sarah Nix, CFP®, returned to College Station to attend the...
10/02/2026

This week, two of our team members, Hannah Gohmert, CFP®, and Sarah Nix, CFP®, returned to College Station to attend the annual Texas A&M Financial Planning Conference. As former students of the TAMU Financial Planning Program, they enjoyed reconnecting with fellow professionals, faculty, and students while gaining valuable industry insights and updates on the program.

If 1099 reporting plagues you each January, things may be looking up. Chris Laughhunn, CFP®, CPA proudly shares positiv...
09/09/2026

If 1099 reporting plagues you each January, things may be looking up. Chris Laughhunn, CFP®, CPA proudly shares positive changes to tax law regarding Form 1099 reporting thresholds for 2026 and beyond.

After all these years and articles, I finally have an opportunity to discuss a positive change to tax compliance. Specifically, I am referring to the recent increase in Form 1099 reporting thresholds.

For all your hard work throughout the year, here's wishing you a relaxing day with family and friends.
09/07/2026

For all your hard work throughout the year, here's wishing you a relaxing day with family and friends.

09/07/2026

In observance of the Labor Day holiday, the US Stock and Bond Markets will be closed on Monday, September 7th.

09/04/2026

Our Offices Will Be Closed

Our offices will be closed on Monday, September 7th, in observance of the Labor Day holiday.

We will reopen on Tuesday, September 8th at our normal office hours.

09/01/2026

The latest issue of Market Month is available.

Teamwork in action! 💙 We had a wonderful time volunteering at the Food Bank of the Golden Crescent, packing, sorting, an...
08/21/2026

Teamwork in action! 💙 We had a wonderful time volunteering at the Food Bank of the Golden Crescent, packing, sorting, and supporting families in our community. Thank you to the Food Bank for the important work you do every day.

08/17/2026

We congratulate our Chief Operations Officer, Brenda Hermes, on reaching the 5-year anniversary with the firm!

You are such an integral part of our team. We thank you for half a decade of hard work, reliability, and commitment to our shared goals.

Address

101 S. Main Street, Suite 300
Victoria, TX
77901

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

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