At Blue Keel, we understand how challenging it is to oversee your growing business and manage your personal financial life.

We developed our financial planning and portfolio management services for business owners seeking customized solutions from an independent, fee-only fiduciary who puts clients’ interests first.

Founded in 2014, Blue Keel helps clients by aligning their professional goals with their personal goals and developing a dynamic plan to reach their targets successfully. Our goals-based financial planning framework is rooted in realistic cash flow planning techniques, thorough risk assessments and analyses, and custom portfolio management methodologies.

We will help you:

  • Incorporate your personal/business objectives into a goals-based financial plan
  • Align your business planning needs with your investment portfolio objectives
  • Reduce your taxable income and identify overlooked opportunities
  • Assess your personal/business cash flows and manage needs
  • Implement efficient debt management strategies
  • Develop a Succession Plan Strategy for your business
  • Build and preserve your legacy

Blue Keel provides a comprehensive financial planning framework, as well as portfolio management services to successful business owners, entrepreneurs, and their families using an innovative digital platform to help them navigate their financial lives and stay on course to reach their goals.

Clients benefit from an independent, fee-only advisor with over fifteen years of financial services experience. In-depth expertise from the areas of accounting, finance and wealth management is applied to the development of our financial planning process – which provides our clients with a better understanding of their current and future financial situation.

Ready to connect with an expert about your situation? Email us at

Charlie Shipman

(203) 557-8272

Charlie Shipman is passionate about providing customized fee-only financial planning advice to business owners, professionals, and their families. He strives to guide his clients towards financial accountability and bring order to their complex lives by aligning business objectives with personal goals. He is a fiduciary, which means he is always acting in the client's best interest.

Charlie left Wall Street to start Blue Keel Financial Planning in 2014, after noticing a lack of specialized financial advice available to business owners with unpredictable income streams and limited investable assets. With experience working in several nationally recognized companies including PricewaterhouseCoopers, CBS Paramount Television, and Bank of America Merrill Lynch, Charlie combines over 20 years of experience in wealth management, public accounting, family office, small business management and entertainment with the technical knowledge to provide clients with truly holistic wealth management and financial planning.


  • Master's degree in Accounting - University of North Carolina at Chapel Hill
  • Bachelor's degree in Economics - University of North Carolina at Chapel Hill
  • Certified Financial Planner Program - New York University

Charlie Online

Charlie has been featured in several major online financial publications, including: Investor's Business Daily, Money, Yahoo! Finance, MSN, Nasdaq, The Motley Fool, Investopedia and U.S. News & World Report.

Charlie at Home

After nearly a decade of living and working in Manhattan, Charlie relocated to Weston, Connecticut. He enjoys slower-paced country living with his amazing attorney-turned-entrepreneur wife and their two absolutely adorable young children. He spends his free time: on the golf course, with a short game that rivals any of the top PGA professionals; on the water, where he channels his inner-Poseidon; at home with his family.

Charlie takes great pride in serving his local community. Since moving to Weston, he has held the following volunteer positions:

  • Assistant Treasurer, Emmanuel Episcopal Church (2014-2019)
  • Treasurer, Friends of the Weston Public Library (2015-2018)
  • Town of Weston Strategic Planning Committee, Gen X Subcommittee (2015-2017)