Keystone Financial Group, Inc.
Keystone Financial Group, Inc. is an SEC-registered investment adviser headquartered in Atlanta, Georgia, founded in 1999 by CPAs Rhonda Gilbert and Tom Savage. The firm provides comprehensive financial advisory services to local business owners and individuals, focusing on portfolio management, personal wealth planning, life insurance, and employer-sponsored retirement plans. With a team led by Andrew Gilbert (CIO) and Ryan McCafferty, Keystone emphasizes customized strategies and client education. The firm is recognized for its experience in accounting, finance, and investment planning, serving clients across various financial needs.
Investment Strategy
Keystone Financial Group provides customized wealth management and financial planning services, developing investment portfolios tailored to clients’ goals, risk tolerance, and financial circumstances. Their approach includes portfolio management, personal financial planning, retirement plan advisory, and tax-efficient investment strategies. The firm emphasizes long-term planning, asset allocation, risk management, and incorporates both active oversight and personalized solutions for individual and business clients.
Top Holdings
Equity Positions (125)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 16.08% | $28.5M | 623,534 | $40.35 | $45.76 | +$1.1M |
S SGOV | ISHARES TR | 10.25% | $18.2M | 180,670 | $100.42 | $100.70 | -$30.2K |
V VPLS | VANGUARD MALVERN FDS | 7.18% | $12.7M | 162,001 | $77.43 | $78.63 | +$3.1M |
S SCHD | SCHWAB STRATEGIC TR | 5.51% | $9.8M | 358,233 | $27.36 | $27.30 | +$167.6K |
V VIG | VANGUARD SPECIALIZED FUNDS | 5.40% | $9.6M | 44,243 | $198.14 | $215.79 | +$1.3M |