Keller Financial Group

At Carlisle Financial Group, we understand that making smart financial decisions can be overwhelming, especially when it comes to planning for your future. That's why we're dedicated to providing personalized financial planning and investment advice to professionals, families, business owners, and federal employees. Our team of experienced professionals takes a comprehensive approach to financial planning, considering all aspects of your financial situation to help you achieve your goals.

Our Mission

Our mission is to provide genuine financial advice, put your interests first, and help you make informed decisions about your money. As an Accredited Investment Fiduciary, we have taken an oath to work in your best interest, ensuring that our recommendations are always aligned with your goals and values. With transparent fees, cutting-edge technology, and a team of specialists, we're committed to delivering exceptional service and helping you achieve financial peace of mind.

What Sets Us Apart

What sets us apart is our commitment to putting your interests first. We're not just financial advisors; we're your partners in achieving financial success. Our services are designed to help you make smart financial decisions, whether you're investing for the future, protecting your family, or preserving your assets. With our expertise in impact investing, tax-smart investing, and specialized services for federal employees and military families, we're equipped to help you achieve your unique goals.

Meet Our Team

Our team is led by Tom Paup, a Certified Financial Planner (CFP) with over 15 years of experience in the financial industry. Tom is passionate about helping people make smart financial decisions and is dedicated to providing exceptional service to our clients. With our team's combined expertise and commitment to excellence, you can trust that you're in good hands.

Services & Pricing

We offer a range of services, including personal financial planning, investment advice, and impact investing. Our fees are transparent, and we're committed to delivering exceptional value to our clients. Whether you're just starting out or nearing retirement, we have the expertise and resources to help you achieve your financial goals.