Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Small Business
  • Insurance
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Divorce Financial Planning

Awards & recognition

  • Keeling Wealth Advisors, Ameriprise Client Experience Award, 2021-2024
  • Keeling Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023 - 2026
  • Richard Keeling, Ameriprise Ultimate Digital Excellence Award, 2024
  • Richard Keeling, Forbes Best-in-State Wealth Advisors, 2020 - 2025
  • Erin Ort, Forbes Best-in-State Women Wealth Advisors, 2025-2026
  • Jonica Ewald, Forbes Best-in-State Women Wealth Advisors, 2026
  • Jonica Ewald, Forbes Best-in-State Next-Generation Wealth Advisors, 2025

Community participation

At Keeling Wealth Advisors, we believe in the power of community. As wealth advisors in Iowa and Minnesota, we are dedicated to giving back to the communities in which we live and work. When it comes to helping our Des Moines, Minneapolis, and surrounding communities, we focus on children and families as well as the local organizations who are making a difference by supporting them.

Honored to receive recognition

We’ve got some exciting news to share: Keeling Wealth Advisors has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. All of us at Keeling Wealth Advisors couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

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