At MarketStrats, we work with a select group of individuals and families, offering a level of care, responsiveness, and discretion that is uncommon in the traditional advisory world. As an independent, fee-only firm, we are compensated solely by our clients — never by product providers, brokerages, or commissions. Every recommendation we make is grounded in your best interest, free from the conflicts that often exist in larger institutions.
We provide continuity of relationship and clarity of service. You won’t be handed off to a team of rotating advisors or routed through layers of bureaucracy. You’ll work directly with Keith as your advisor — someone who knows your full financial picture and is committed to helping you protect and grow your wealth with intention.
Whether you’re planning for a major life transition, reviewing your portfolio, or seeking strategic tax guidance, we respond quickly, thoughtfully, and personally. This is a boutique service, built for clients who value access, trust, and meaningful outcomes.
We provide more than just a financial plan or a portfolio — we serve as your long-term partner in managing complexity, making confident decisions, and preserving your financial peace of mind.
Our work together begins with a deep understanding of your life, values, and vision. From there, we create a custom financial blueprint and actively manage your investment strategy to align with that plan. But the relationship doesn’t stop there — it’s designed to evolve with you over time.
Here’s what’s included in our comprehensive advisory relationship:
- Personalized goal discovery and financial risk assessment
- Organization of your accounts, income sources, and liabilities
- Cash flow planning and savings optimization
- Retirement income design and strategy
- Proactive tax planning and coordination with your CPA
- Full financial plan development and ongoing plan updates
- Custom investment portfolio design and implementation
- Ongoing risk management and portfolio rebalancing
- Strategic withdrawal planning
- Estate planning coordination and legacy structure review
- Collaboration with attorneys, business partners, and other professionals
This is not a one-time engagement. You’ll have a dedicated advisor who knows your full financial picture — and who is available when it matters most. We provide the structure, expertise, and accountability to help you move forward with confidence.
MarketStrats operates on a transparent, fee-only model. Our advisory fee is based on a percentage of assets under management and is billed quarterly. This structure ensures that our interests are fully aligned — when your portfolio grows, so does our success.
We do not earn commissions, referral fees, or product incentives of any kind. You can be confident that every recommendation is made in service of your long-term goals.
For full details, please visit our Pricing page, where we outline our fee schedule and what’s included in your advisory relationship.
While we welcome conversations with a wide range of individuals, our planning process tends to deliver the greatest impact for those with $500,000 or more in investable assets.
MarketStrats is headquartered in Cape Coral, and we serve clients nationwide. Meetings are conducted virtually or in-person, depending on your preferences and location.
For clients in the Southwest Florida area, in-person meetings can be arranged at a private office space or your home. For those elsewhere, we offer secure video meetings and flexible scheduling to ensure a seamless experience.
We also work with specialized professionals across the country, and we’re equipped to coordinate with your legal, tax, and business teams — wherever they’re located.
Our goal is to make communication effortless and professional, whether we’re across the table or across the country.
For withdrawals and off-cycle trades, we are completely hands on to determine the most efficient way to get your money to you.
For periodic rebalancing or tactical model shifts, we use tax-loss harvesting software that allows us to set various loss thresholds, total loss targets, and the ability to choose a replacement security for every harvested security. Eligible taxable accounts are automatically monitored, and if a loss threshold is triggered, orders are proposed for our chosen replacement security.
The cadence of our conversations is tailored to your needs and preferences. Some clients prefer regular quarterly check-ins, while others may meet once or twice per year with touchpoints in between. During onboarding or key life transitions, we naturally engage more frequently to ensure everything is aligned and moving forward.
In addition to scheduled meetings, we stay in touch through timely market commentary, planning updates, and personal outreach. Whether by video, phone, or email, you’ll have direct access to your advisor — and when something important comes up, you won’t wait days for a reply.
Our role is to be available, proactive, and ready when you need us most.
No. Our philosophy is to keep client portfolios fully liquid and accessible. Your investments remain in your name and under your control at all times — you can access your funds whenever needed, without lockups or surrender periods.
Many of our retired clients, for example, choose to receive automated monthly withdrawals from their portfolios to support their lifestyle. Whether you need access regularly or unexpectedly, your money is never out of reach.
Certainly — but the more important question is: should you?
Managing your own financial strategy requires not only technical knowledge, but also time, discipline, and the ability to stay objective in emotionally charged moments. That’s where many well-intentioned investors fall short. In fact, studies consistently show that individual investors underperform broad market benchmarks like the S&P 500 by nearly 5% annually — largely due to emotionally driven decisions and lack of consistency.
The real value of working with an advisor isn’t just the plan or the portfolio — it’s having someone who provides clarity, structure, and accountability when it matters most. We help you avoid costly mistakes, keep your long-term vision in focus, and stay on course through every market cycle.
Keith brings more than a decade of experience across trading, portfolio strategy, and client advisory. His career has spanned both institutional and individual finance, giving him a rare perspective on risk, market behavior, and long-term wealth stewardship.
In addition to his work with clients, Keith has served as an adjunct instructor in finance at the University of Maryland Global Campus — a role that reflects his ability to simplify complex topics and empower others with clarity and confidence.
He holds the Chartered Market Technician® (CMT) designation, an advanced credential in technical market analysis and portfolio risk management. Keith also earned his MBA from Indiana University’s Kelley School of Business, and his undergraduate degree in Business from the University of Maryland Global Campus.
Your privacy and security are priorities at every level of our business. We’ve designed our systems, processes, and partnerships to protect your personal and financial information with the highest standards of care.
We work exclusively with custodians and platforms that meet globally recognized security protocols — including 256-bit encryption, secure accredited data centers, and multi-factor authentication. Internally, we adhere to strict privacy policies and continuously monitor for improvements in cybersecurity best practices.
Put simply: protecting your information isn’t an afterthought — it’s foundational to how we operate.