At Bell Wealth Partners, we do more than manage wealth—we build meaningful client relationships through guidance, collaboration, and personalized support.
Our logo represents the strength and resilience of the forests that define the Pacific Northwest, where we’re based. Just as these trees withstand time and change, we take a long-term perspective, helping clients pursue stability, growth, and lasting impact.
With offices in Oregon and Alaska, we proudly serve clients in 30 states, offering insight and strategies to help them make informed financial decisions. We work with high-net-worth families, business owners, and young professionals, tailoring plans to their evolving needs. Whether preparing for retirement, managing business transitions, or structuring investments, we provide clear, steady guidance to help clients stay on course.
Our approach to wealth management goes beyond investments. We consider financial goals alongside life transitions, recognizing that real financial planning is about more than numbers—it’s about navigating opportunities, challenges, and the moments that matter most. Many of our conversations focus on providing insight, reassurance, and a steady hand through life’s financial decisions.
We work alongside clients as they navigate key financial choices that shape their lives. With thoughtful planning and clear guidance, we provide perspective and support through each stage.
Robert N. Bell II, AIF®
Managing Director
Robert founded Bell Wealth Partners to provide his clients with greater opportunities, resources, and support while continuing to deliver the meaningful financial guidance they rely on. With more than 25 years in the industry and as an Accredited Investment Fiduciary® (AIF®)1, he specializes in investment management, retirement planning, estate and tax strategies, and risk management. He works closely with clients, attorneys, and tax professionals to develop and refine customized plans designed to address both short-term needs and long-term goals.
“I’m honored to work with great people, who happen to also be clients.”
Robert’s path to becoming an advisor was shaped by personal experience. At 21, after the loss of his father, he helped his mother navigate critical financial decisions. She turned to an advisor for guidance but received poor recommendations that eroded her savings. When she passed away at 55, nearly everything was gone. That experience instilled in him a deep commitment to providing ethical, transparent, and strategic financial planning.
“We’re proud to say we are empathetic and plainspoken with our clients. We give them sincere feedback while always putting their needs above our own.”
He began his career in 1997 as an associate financial consultant at Merrill Lynch, where he advanced to assistant vice president. In 2006, he joined Wells Fargo Advisors as a senior financial advisor and was later promoted to senior vice president of investments. In 2019, he transitioned to Raymond James, where he continued to serve clients with a comprehensive planning approach.
Roberts earned his bachelor’s degree in finance from the University of Alaska and holds through LPL the Series 7, 63, and 65 licenses, along with life and health insurance. As an AIF®, he adheres to fiduciary best practices, helping clients navigate financial decisions with clarity and confidence.
Giving back has always been a priority for Robert. He has served as a president and coach for Little League, a coach for Pop Warner Football, and a volunteer and event coordinator for the Muscular Dystrophy Association. He also supports United Way, the Boys & Girls Clubs, the Susan G. Komen Foundation, and mental health initiatives such as Out of the Darkness and Take Off the Mask, all in loving memory of his son, Carter.
Originally from Anchorage, Robert and his wife, Kirsten, live in Fairbanks, Alaska, with their five children—Spencer, Keegan, Carter, Tyler, and Parker—and their family pets. Outside of work, he enjoys camping, biking, riding ATVs through the backcountry, and carpentry, but his favorite pastime is simply being with his family.
1. Accredited Investment Fiduciary® (AIF®) is a registered trademark of Fi360, a Broadridge Company.
Keegan W. Bell, AIF®, AAMS®, CEPA®
Managing Partner
As Managing Partner of Bell Wealth Partners, Keegan Bell is deeply committed to helping clients make confident, well‑informed financial decisions through thoughtful planning and meaningful relationships. Known for his hands-on, highly accessible style, Keegan works closely with a select group of clients to ensure each one receives the time, care, and attention their financial life deserves.
Over the past several years, Keegan has expanded his expertise to better serve families, business owners, and high‑net‑worth clients. His work today centers on detailed, big‑picture planning—helping clients align their finances with what matters most to them now and in the future. Keegan and his team take a deep‑dive analytical approach, coordinating closely with CPAs and attorneys to address tax planning, estate planning, and complex wealth strategies.
Bell Wealth Partners leverages tools such as Holistiplan for proactive tax preparation and collaborates with the LPL Strategic Wealth team to support high‑net‑worth individuals and business owners, including those preparing to start, grow, or eventually transition their businesses.
Clients consistently praise Keegan for his availability and genuine investment in their lives. With an intentionally limited client base, he is able to provide direct access when needed. Conversations often extend beyond finances—touching on family milestones, friendships, and even dogs—because Keegan believes strong financial plans are built on trust and authentic connection.
Keegan began his career in 2017 at Fidelity Investments after earning a Bachelor of Business Administration in Economics from the University of Alaska Fairbanks. He later worked as a Financial Consultant at Wells Fargo Advisors before joining Bell Wealth Advisors and Raymond James in 2019, where he served as a Financial Advisor and Vice President. Keegan also served as Chairman of the Investment Advisory Committee for the Fairbanks Borough. As a Certified Exit Planning Advisor (CEPA®), he brings specialized expertise in guiding business owners through value growth, succession planning, and exit strategy development. He also holds Series 7, 9, 10, 63, and 66 registrations through LPL Financial.
Originally from Anchorage, Alaska, Keegan now works between Bell Wealth Partners’ Oregon and Alaska offices, supporting clients in both regions.
Outside of work, Keegan enjoys spending time with his wife, Carly, their daughter, Stella, and their dog, Tina. A passionate outdoors enthusiast, he loves fishing, golfing, and traveling with family whenever possible.
1. The AAMS® designation is awarded by the College for Financial Planning. According to their official website, individuals who hold the AAMS® designation have completed an accredited program and passed a comprehensive exam.