Keel Point and BlueCreek Investment Partners have merged to provide family and institutional clients a broader roster of investment and planning capabilities.

Vienna, VA-based Keel Point and Huntsville, AL-based BlueCreek Investment Partners have merged to provide their family and institutional clients a broader roster of investment and planning services.

BlueCreek and Keel Point serve affluent, high and ultra high net worth families and institutions in the US and overseas. Discussions are underway, the firms said in a statement, to recruit new financial advisors while also launching new offices.

The combined firm is jointly owned by client-investors and management.

David Parks, founder of Keel Point, will be executive chairman; Robert Mayes, founder of BlueCreek, will be CEO; and Mike Perry, formerly executive chief business development officer of Williams Financial Group, will be president. Miriam Boysen will continue to lead the family office services arm, and Steven Skancke and Lyle Minton will lead the investment team. Alan Bagwell, Kevin Yea and Christopher Cook will be chief operating, chief financial and chief compliance officers, respectively.

Together the firms have about $1.45 billion under management and offices in the greater Tennessee Valley and Washington, DC, areas, including Huntsville, Kansas City and Vienna.