Alex Kellermann is a Senior Wealth Advisor and lead advisor at Kellermann Group Wealth Management, where he works with individuals, families and business owners to bring clarity and purpose to their financial lives.

Holding the CFP®, CLU, CIM and RRC designations, Alex brings a comprehensive perspective to wealth management, with a particular focus on retirement, tax, investment, insurance and estate planning. His approach begins with understanding what matters most to each client, then bringing the different aspects of their financial life together into a coordinated strategy.

Alex carries forward a family legacy in wealth management spanning more than four decades. Following his mother’s 38-year career as an advisor with IG Wealth Management, Alex assumed leadership of the practice, continuing its tradition of personal relationships while bringing his own modern perspective to financial planning.

For Alex, meaningful client relationships are built over time. He believes thoughtful advice should evolve as life changes, helping clients make informed decisions today while preparing for the opportunities, transitions and responsibilities ahead.

Outside the office, Alex enjoys travelling, staying active and, most importantly, spending time with his wife Meg, their son Beckett and their dog Finley.

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”  — Warren Buffett

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