Awards
Forbes Best-In-State Team 2025
For the third consecutive year, the QL Wealth Advisors are named to Forbes Best in State Wealth Management Teams List.
Forbes 2024 Best-In-State Wealth Advisors
For the fouth consecutive year, Rich and Steve have been recognized by Forbes as Best in State Wealth Advisors.
Forbes 2024 Best in State Wealth Management Team
QL Wealth Advisors has received the Forbes Best in State Wealth Management Team recognition.
Our Team
Richard A. Keetley, CFP®, CLTC®, CIMA®
Executive Vice President/ Wealth Management, Financial Advisor
Stephen M. Goldstein, AIF®, CFP®, RICP®
Executive Vice President/ Wealth Management, Financial Advisor
Kris Olenginski, CFP®
Vice President/Wealth Management, Financial Advisor
Brandon Fanelle, CFP®, AAMS®
Assistant Vice President/Wealth Management, Account Executive
Katie L. Hughes, CAP®
Registered Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Cash Management
We’ve got your cash management needs covered.
Lending Solutions
Lending Solutions to help you meet a wide range of financing needs
Long-Term Care Planning
Determining a long-term care (LTC) solution that best fits your needs depends on several factors, such as your current health, health history, age, and financial situation.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Special Olympics Maryland
The QL Wealth Advisors recently partnered with the Special Olympics Organization of Maryland to host a fantastic bowling game to support their incredible organization.
Operation Santa 2022
This Christmas, the QL Wealth Advisors gave Santa a helping hand in partnership with the USPS.
Spring Cleaning Clothing Drive
QL Wealth Advisors utilized their annual spring cleaning to collect and donate clothing for their community.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: The Washington Update with Jeff Bush
A nonpartisan overview of the political environment, prospective legislation, and strategies for investment and retirement planning.
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Video Library
QL Wealth Advisors
Meet our team of dedicated financial professionals.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 28, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
May Investment Perspectives
Factors that matter when defining a recession, bond market volatility, and earnings reports vs. the first 100 days.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.