A complete list of active advisors currently associated with Keating Financial Advisory Services

Warmer can help you find a great advisor at Keating Financial Advisory Services or one who fits your needs even better.

Keating Financial Advisory Services provides investment advisory, modular financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers both wrap-fee investment management and stand-alone financial planning engagements, and its Brochure indicates it serves a client base of several thousand accounts supported by a multi-advisor team. KFAS implements both discretionary and non-discretionary strategies through its KFAS Wrap Program and non-wrap retirement-plan services, and generally allocates assets among mutual funds, ETFs, individual equities, and fixed income while also using independent managers and select specialty instruments. Financial planning is delivered in modular or comprehensive formats (e.g., cash flow, retirement, estate, insurance, and portfolio analysis) and may be provided as one-time work or on an ongoing basis. Several disclosures in the Brochure distinguish the firm from many peers: as of January 31, 2026 KFAS reported $905,187,151 in discretionary assets and $545,083,683 in non-discretionary assets, reflecting a substantial non-discretionary component alongside its wrap-fee business. The firm also describes providing ERISA §3(38) investment-manager services for retirement plans and discloses affiliations with an insurance agency and a pension administration provider, arrangements the Brochure identifies as potential conflicts of interest for clients to consider.

To learn more about the advisors currently working at Keating Financial Advisory Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.