Keyan Abrishamkar is president and CEO of Key Wealth Managers, affiliated with Woodbury Financial, one of four companies under the ‘Advisor Group’ and the second-largest network of independent advisors in the country. As the number one advisor under age 40 in the nation (in terms of revenue and assets under management), Keyan is responsible for managing $280 million in client assets; the lion’s share of the firm’s total $370 million AUM. In his role as president, CEO, and managing partner of the firm, Keyan’s responsibilities range from managing the day-to-day processes and operations, creating marketing strategies and tracking P&L, to leading a team of eight talented financial professionals. His passion, however, lies in working with clients. “Meeting with my clients and referrals from my clients—that is still what I am most passionate about,” he shares.
With 15 years of experience in the financial services industry, Keyan and his team of financial experts provide comprehensive financial planning through a dedicated process that focuses largely on clients. They take into consideration three categories; needs, wants, and wishes, to create and execute customized financial plans for each client to meet their unique goals with the most tax-efficient approach.
With Series 7, 66, and Life Health licenses, Keyan and his team specialize in helping all clients from high net worth individuals to families and small businesses. “I have a great group who are all excellent and all work together. I am fortunate to have fantastic financial advisors on my team such as partners, Matt Krivonak, Diana Leon, and Josh Marciano. I trust them explicitly to take care of our clients. We are committed to helping the everyday person, which is important to us,” he states.
Keyan began his investing career with Chevy Chase Bank in 2004, soon after graduating from the University of Maryland, College Park with a degree in economics. He moved to Capital One in 2008, when the company acquired Chevy Chase Bank. His passion and expertise was soon recognized with awards as a Top Financial Advisor by Capital One for eight consecutive years, from 2010 to 2018, when he left to start his own firm through Woodbury Financial.
Over his career, Keyan’s dedication to his role of wealth manager and his passion for helping his clients has culminated in a cache of institutional awards recognizing his success in the industry. Washingtonian Magazine recognized him as a Top Wealth Advisor in Maryland, Washington, D.C., and Virginia, in both 2016 and 2018. Businessweek 500 magazine ranked him as one of the Top 40 Financial Advisors in Maryland, Washington, D.C., and Virginia, and he was awarded Crystal Level Advisor by Woodbury, as one of the Top 1% of wealth management advisors in the nation.
Still, even with a parade of ovations from some of the most prestigious publications, Keyan is committed to the betterment of the lives of all people; a principle proclaimed through the firm’s mottos. “We have a couple of slogans here we abide by,” he shares. “Number one is we are not a nonprofit organization, but our profits will always be made as a benefit to humanity. Number two is we can’t control what is out of our control, so our focus always will be to do to the next right thing.”
9210 Corporate Blvd., Suite 210
Rockville, MD 20850
LinkedIn: Keyan Abrishamkar