Keats, Connelly & Associates, Inc

Keats, Connelly & Associates provides fee‑for‑service financial planning, consulting, adviser referrals and educational seminars to individuals, with a primary client focus on high‑net‑worth households who have U.S.–Canada cross‑border financial needs. Services are tailored to clients’ goals and typically result in a written comprehensive financial plan and implementation recommendations addressing taxation, estate, immigration and related issues.

The firm does not provide discretionary portfolio management or charge percentage‑of‑assets fees; clients seeking investment management are referred to independent registered advisors for execution and ongoing management. Keats, Connelly gathers detailed client information through in‑depth interviews, delivers written plans (generally within 90–120 days) and offers ongoing monitoring, implementation assistance and specialized advice on topics such as foreign exchange, foreign real property and cross‑border trust and business structures.

Distinctive aspects of the practice include a concentrated, single‑practitioner model serving a small client base and a material non‑U.S. client population focused on cross‑border lifestyles, which is uncommon among peers. The firm also sponsors educational seminars and publishes cross‑border materials, and it receives referral compensation from independent RIAs to whom it directs clients — a relationship disclosed in its brochure that may present a potential conflict of interest.