A complete list of active advisors currently associated with Keen Wealth advisors

Warmer can help you find a great advisor at Keen Wealth advisors or one who fits your needs even better.

Keen Wealth Advisors focuses on clients planning for and living in retirement, serving individuals (including high‑net‑worth households), trusts, pension and profit‑sharing plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan services. The firm reports roughly $1.23 billion in assets under management, manages the vast majority of those assets on a discretionary basis, and also offers educational events and legacy third‑party money‑manager relationships for existing clients. Keen delivers discretionary portfolio management that generally includes a written financial plan as part of the service and implements portfolios using ETFs, mutual funds, individual stocks and bonds with periodic rebalancing and model adjustments. The ADV describes a multi‑method investment analysis framework (including fundamental, technical/momentum, cyclical and money‑flow techniques) and discloses use of an institutional technology platform for reporting, billing and a secure client document portal. Noteworthy disclosures in the brochure include that the firm uses client testimonials in its advertising and that most clients are served through a wrap‑fee program while third‑party manager services are limited to legacy clients. The ADV also highlights potential conflicts from certain personnel maintaining broker‑dealer and insurance capacities in a separate capacity and discloses prior disciplinary actions involving a managing member, which the firm addresses in its conflicts and supervision policies.

To learn more about the advisors currently working at Keen Wealth advisors, 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.