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    Cascade Wealth
    Patient capital, generational outcomes
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    Partner · Family Office Services

    David R. Keller, CFP®

    CFP® · CPA · MBA, Wharton MBA, Wharton · B.S., Notre Dame
    Biography

    About David

    David runs Cascade's multi-family office, serving 38 households with assets above $50M, including three founding-family clients of the firm.

    David is a regular speaker at industry conferences and has been quoted in The Wall Street Journal, Barron's, Bloomberg, and Forbes on developments across Bill pay, Concierge, Next-gen education.

    Focus areas
    Bill payConciergeNext-gen education
    Cascade Wealth Partners

    An independent, fiduciary wealth advisory firm stewarding $14.6B in assets for 1,840 multi-generational families and endowments across the Pacific Northwest. Cascade is fee-only, employee-owned, and has been ranked among Barron's Top 100 RIA firms every year since 2017.

    1201 Third Avenue, Suite 4200 · Seattle, WA 98101
    (206) 555-0144
    advisors@cascadewealth.com
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