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Morgan M
CFP®, Series 65
Nixa, MO
Keener Financial Planning
Morgan Moore is a CFP® with two years of industry experience, currently advising at Keener Financial Planning in Nixa, MO. His work history includes roles at multiple firms and educational institutions, including Brigham Young University Idaho and Legacy Private Wealth Advisors. Keener Financial Planning serves individuals, trusts, small businesses, organizations, and pension plans, offering modular financial planning and portfolio management with a long-term, largely passive investment approach emphasizing low-cost index funds and ETFs. The firm operates on a fee-only basis using hourly, flat fees, and retainers, providing documented advice on approximately $1.48 billion in client assets.
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